View - Contacts -Contact Management
- Quotation
The Quotation tab in the contact card is available for contacts that are registered as Customers. It provides an overview of quotations issued to the contact.
.You
can use the Quotation tab to create
regular and repetitive quotes. You can do this by clicking on the arrow
to the right of the New button
and choosing from the list shown.
By clicking on Edit you will be
directed to the Quotation register where you are able to edit the information
that is connected to the quotation.
Here you are able to update information about a quotation that has been
registered within both the quotation tab and the quotation register.
Note! The Status
drop-down list in the Quotation
tab acts as a filter. The choices you make here determine what is shown
in the tab. If, for example, you select Quotation
repeating, the tab will only show group quotations and no other
categories.
Read more about the Quotation module here.
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