Quotes Fields
This topic describes the fields and definitions on the Quotes workspace.
Card Part Fields
| Field | Description |
|---|---|
| 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 |
|---|---|
| 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. |
| Edit | Click this action to edit the details of a job quote, including the quote price, lines, and any remarks. |
|
Click to display the list view.
Click to display the detailed view. |
- Related Topics:
- Quote Tab
This topic describes the fields and definitions on the Quote tab of the Quotes workspace. - Quote Revisions Tab
This topic describes the fields and definitions on the Quote Revisions tab of the Quotes workspace.
Parent Topic: Quotes