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Modifying Quotes

 
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Jacki
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PostPosted: Thu Mar 09, 2017 8:26 am    Post subject: Modifying Quotes Reply with quote

I thought I knew my way around screen builder/installation workshop just to move or edit a field or two but need to edit the “Quotation” section and I cannot locate it as it appears it is not either a master screen or card file.
You always seem to be able to get me out of trouble – any ideas?
I am just trying to add a field for a ranking of customer – out of the normal though it is a sales thing at time of quoting: 1 for instance would mean – good access, job we want to win – pays well. 2 might be : old floor, poor condition etc etc.....
Any assistance would be appreciated
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Joined: 09 Sep 2005
Posts: 607

PostPosted: Thu Mar 09, 2017 8:26 am    Post subject: Reply with quote

You can't add fields to transactions in the same way you can add them to master screens and card files. But you can connect a card file to a transaction. What this means is that every time you go to save, say, a quote, a card file will automatically open and you can fill in extra information about the quote there.
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