Question / Issue |
 |
How can I attach a note or memo to each of my quotes? |
Answer / Solution |
 |
How to attach a note to a quote:
- You can attach a quote anywhere in the program, however the best place to add a note is from the quote Breakdown screen.
- Open and rate a quote.
- Click on the icon that looks like a yellow piece of paper on the toolbar.
- This will bring up the Note box.
- Click on the New button at the bottom of the screen.
- This will bring up the Note Information box.
- In the white area, enter the note information.
- If you want the note to pop up everytime you open that quote, leave the checkmark next to Reminder.
- Click on OK to save the note and exit the screen.
|