Quotes
Back 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 l...
Thu, 15 Jul, 2021 at 11:38 AM
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...
Tue, 13 Jul, 2021 at 3:36 PM
Back Quote Locations details can be found on the Quote Edit modal. There are several ways to open the Quote Edit modal including...
Thu, 22 Jul, 2021 at 11:09 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: C...
Wed, 21 Jul, 2021 at 1:02 PM
Back Quote - Changing a Single Quote Status to Lost Step Action 1. ...
Thu, 15 Jul, 2021 at 1:37 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 indivi...
Thu, 15 Jul, 2021 at 11:11 AM
Back Step Action 1. Select {Quotes}. The page should open on the Quote...
Thu, 15 Jul, 2021 at 1:23 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 C...
Thu, 15 Jul, 2021 at 11:53 AM