CAPITAL Office Business Software

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

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.