Quotes
The Quotes tab can be used: To search and locate a quote or group of quotes To action a quote To bulk action quotes To export a quote list Note: ...
Mon, 20 Jan, 2020 at 2:02 PM
Back The Order Items tab can be used: To search and locate an item or group of items To action an item To bulk action items To export an item list ...
Fri, 9 Apr, 2021 at 3:02 PM
Back The Quotes View page is divided into the following sections: Section Description Quote Name and Number This shows the Quote Name and Numbe...
Mon, 29 Mar, 2021 at 1:06 PM
Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New...
Fri, 9 Apr, 2021 at 2:37 PM
To Navigate to Quote Edit: Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 2. Use search filt...
Fri, 13 Sep, 2019 at 11:58 AM
Back An existing quote can be requoted or converted into an order. This will create a new quote/order based on the original quote. Notes: Customer/C...
Wed, 18 Nov, 2020 at 12:55 PM
Back Quote - Changing a Single Quote Status to Lost Step Action 1. From the Quote View page, hover mouse over Actions menu and select {...
Wed, 18 Nov, 2020 at 12:54 PM
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. T...
Wed, 18 Nov, 2020 at 12:53 PM
Back Step Action 1. Select {Quotes}. The page should open on the Quotes tab. 2. Use search criteria to filter export results. 3. ...
Wed, 18 Nov, 2020 at 12:55 PM
Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > C...
Fri, 9 Apr, 2021 at 3:13 PM