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Introduction to Quotation Maintenance Functions

Maintenance functions allow you to carry out certain updating tasks, usually involving batch processing and encompassing all or many of the records in the affected register. There is one such function connected with Quotations, which you can find in the Contact module. To use it, ensure you are in the Contact module and click the [Routines] button in the Master Control panel. Then click the [Maintenance] button in the subsequent window. The following window appears:

Double-click the item in the list that you need. A specification window will then appear, where you can decide how the function is to operate. Click [Run] to operate the function.

Please click the links below for details about Maintenance functions concerned with Quotations:

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