Clients:Quotes Tab

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Revision as of 16:50, 30 October 2019 by PeterB (talk | contribs) (DOCS-6834)



Client Quotes Tab

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.

The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.

The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.