This shows any Quotes for this contact. By default, you will see the first 5 orders. If you would like to see all orders click on the View All button.
|Quotes||This shows any Quotes for this Contact.|
- New Quotes can be created by clicking on the + icon.
- A sub-action menu will open using the vertical ellipses.
For more information, see Quotes.
|Items||This shows any Items for this contact.|
- Hovering mouse over an item, a vertical ellipses will display. Clicking on the vertical ellipses will open a sub-action menu.
|Summary||This allows for the item summary to be displayed. The summary is informational and cannot be printed.|
|Edit||This will redirect you to the Item Edit page.|
|Workorder||This allows for a workorder o be generated for printing or downloading.|
Workorder document options can be customized. For more information, see Documents - Creating a New Document.
|Delete||This allows for the item to be deleted. |
To create an quote see Creating a New Quote