Quote Notes

Text notes can be added to Quotes using the Notes tab.


This tab displays a searchable and editable notes history as well as a provision to add new notes.


Use the Create Quote notes text box to enter a note and press Create at the bottom of the screen to ass the note to the history list-view above.

The Action button in the Note history list-view allows the user to manipulate existing notes.


The Audit History section at the bottom of the module tracks user activity against each note, with the latest alteration visible. Press the Show All Log button to see older entries.



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