Search HansaManuals.com HansaManuals Home >> Standard CRM >> Quotations >> Documents Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Introduction to Quotation Documents The 'Documents' routine allows you to print particular documents or Forms in batches. You can print Quotation documents from the Contact module. To begin printing documents, use the [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Documents] button, also in the Master Control panel. You can also use the Ctrl-D (Windows)/⌘-D (Mac OS X) key combination. A list of the documents that you can print from the Contact module will appear. Then, double-click the item in the list that you need. A specification window will then appear, where you can decide the Quotations that you want to be printed. Click [Run] to print the documents.You can often print documents for a selection range, such as a range of Quotations. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to print Quotations 001 to 010, enter "001:010" in the Quotation Number field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc. To determine the Form that will be used when you print the document, follow this procedure:
In this chapter:
Go back to:
Previous Next Top Entire Chapter in Printable Form |