Quotes Fields
This section describes the fields and actions on the Quotes workspace.
Card Part Fields
Field | Description |
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Job | This field displays the job name and number to which the quote is added. |
Customer | This field displays the customer name and number. |
Card Part Actions
Button | Description |
---|---|
Click this icon to refresh data in the current workspace. | |
|
Click to display the list view.
Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the budget status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action to undo changes made to the current record, or to any of its lines. |
- Related Topics:
- Quote Tab
This section describes the fields and actions on the Quote tab of the Quotes workspace. - Quote Revisions Tab
This section describes the fields and actions on the Quote Revisions tab of the Quotes workspace.
Parent Topic: Quotes