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FAQ ID # 75
Last Update : 2015/08/13
Rating : Not Rated
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Question / Issue
How do I modify an existing Quote Description?

Answer / Solution

To modify Quote Descriptions:

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. Click on Quote Descriptions.
  4. Click on Edit on the same line as your exiting Quote Description.
  5. Enter your new quote description name in the Edit Quote Description box and click on OK.
  6. Once you have modified all of your Quote Descriptions, click on the Save button on the bottom of the screen.

Related FAQs
How do I add Quote Descriptions to the program?
What is the Quote Description entry field used for?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=75

Tags
Modify edit quote descriptions

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