Difference between revisions of "Clients:Quotes Tab"

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{{Client Management}}
 
{{Client Management}}
  
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[[File:client_quotes.png|thumb|Client Quotes Tab]]
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The '''Quotes''' tab contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.
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You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
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== Create New Quote ==
  
[[File:client_quotes.png|thumb|Client Quotes Tab]]
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Click '''Create New Quote''' to [[Quotes|create a new quote]].
The Quotes tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Quotes". It contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.
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== Pagination ==
  
The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
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The number of entries per page is determined under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.  
  
The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
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Click the table headings to change the sorting order.

Latest revision as of 19:30, 12 May 2022


Client Quotes Tab

The Quotes tab contains a paginated list of all the client's existing quotes, icons to edit or delete an existing quote and a button to create new quote.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

Create New Quote

Click Create New Quote to create a new quote.

Pagination

The number of entries per page is determined under Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Click the table headings to change the sorting order.