Modifying Quotes
  • Jacki
    Modifying Quotes

    by Jacki » Thu Mar 09, 2017 8:26 am

    I thought I knew my way around screen builder/installation workshop just to move or edit a field or two but need to edit the “Quotation” section and I cannot locate it as it appears it is not either a master screen or card file.
    You always seem to be able to get me out of trouble – any ideas?
    I am just trying to add a field for a ranking of customer – out of the normal though it is a sales thing at time of quoting: 1 for instance would mean – good access, job we want to win – pays well. 2 might be : old floor, poor condition etc etc.....
    Any assistance would be appreciated
  • COBS Tech Support
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Thu Mar 09, 2017 8:26 am

    You can't add fields to transactions in the same way you can add them to master screens and card files. But you can connect a card file to a transaction. What this means is that every time you go to save, say, a quote, a card file will automatically open and you can fill in extra information about the quote there.

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