Modifying Quotes
Posted: 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
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