Search HansaManuals.com HansaManuals Home >> Standard CRM >> Quotations >> Quotation Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Introduction to the Quotation Register The Quotation register allows you to record, print and email Quotations, and create Activities to schedule follow-up calls.To open the Quotation register, use the [Module] button in the Master Control panel or the Ctrl-0 (zero) or ⌘-0 keyboard shortcut to ensure you are in the Contact module, and then click the [Quotations] button, also in the Master Control panel. The 'Quotations: Browse' window is opened, listing the Quotations that you have already entered. To search for a specific Quotation, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top right-hand corner of the window and press Return. For example, to search for a particular Customer Name, sort by Name before entering a Customer Name (or the first few characters) in the Search field. The buttons in the top left-hand corner are part of the Limited Access feature. You can use them as follows (Windows versions of the buttons illustrated on the left, Mac OS X on the right):
Please refer to the page describing the 'Access' card of the Person register for full details about the Limited Access feature. --- In this chapter:
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