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.
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.
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