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FAQ ID # 70
Last Update : 2015/04/12
Rating : Not Rated
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Question / Issue
How do I add Quote Descriptions to the program?

Answer / Solution

To add Quote Descriptions to the program:

NOTE: You must have Agency Admin access to make this change.

  1. Go to the Gear menu and select Preferences.
  2. Click on the Agency option.
  3. Go to the Quote Descrition section.
  4. Click on Click here to add a new quote description.
  5. Enter your new quote description in the Edit Quote Description box and click on OK.
  6. Once you have entered all of your new Quote Descriptions, click on the Save and Exit button on the top right or bottom center of the screen.

 



Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=70

Tags
Add Quote Descriptions

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