You use this pop-up to move a quote to a different client and/or project. Search for the quote that you want to move, display it on the
Quotes page, then click the
button at the bottom of the page.
Attention: If a job is linked the quote, the job also moves when you move the quote.
| Field | Description |
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Client
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Enter a different client's name or choose one from the drop-down to move the quote to a different client.
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Projects
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Click a different project name from the list that appears after you provide the client name to move the quote to a different project.
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Add New Project
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Click this button to add a project if needed, so that you can move the quote to that project.
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Contact
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Enter a different contact name or choose one from the drop-down.
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Click to cancel the move quote action.
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Click to move the quote according to the information that you provided in the pop-up. Note that if a job is linked to the quote, the job also moves.
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