How to add Quote Notes

Added in Version 0.30

Overview

• In this article we’ll describe how to add Quote Notes.

Add a Quote Note

1. Open a Quote
2. Click Quote Notes on the Sections tab
3. This will display all notes for this Customer’s Quotes
4. Click New
5. Enter the quote note into the Notes field
6. Click OK

Edit a Quote Note

1. Open a Quote
2. Click Quote Notes on the Sections tab
3. This will display all notes for this Customer’s Quotes
4. Click the Edit button
5. Enter the updated quote notes into the Notes field
6. Click OK

NOTE: You can only edit your own Quote Notes.

Delete a Quote Note

1. Open a Quote
2. Click Quote Notes on the Sections tab
3. This will display all notes for this Customer’s Quotes
4. Select one or more notes and click Delete

NOTE: You can only delete your own Quote Notes.