Difference between revisions of "Clients:Quotes Tab"
From WHMCS Documentation
(Created page with "thumb|Client Quotes Tab The Quotes tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Quo...") |
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| + | {{Client Management}} | ||
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[[File:client_quotes.png|thumb|Client Quotes Tab]] | [[File:client_quotes.png|thumb|Client Quotes Tab]] | ||
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| − | The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order. | + | 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 == | ||
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| + | Click '''Create New Quote''' to [[Quotes|create a new quote]]. | ||
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| + | == Pagination == | ||
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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'''. | ||
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| + | Click the table headings to change the sorting order. | ||
Latest revision as of 19:30, 12 May 2022
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.