Use the Price submodule to save comments in price quotes of selected jobs as a template.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To save a price quote comment as a template:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote comment that you want to save as a template.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote with the comment that you want to save as a template.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote with the comment that you want to save as a template.
-
Click the Comments tab.
-
Highlight the comment that you want to save as a template and click
Save selected comment as a template
.
-
In the Save Template dialog box, enter a name for the template and click
OK.