Question / Issue |
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How do I set a Quote Template default for an individual user? |
Answer / Solution |
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- To set a Quote Template for an individual user, you will need to log in as that user.
- Go to the Gear menu and select Preferences.
- Under User, in the Quote Entry section, choose the line of business, set the State and select your quote template name from the Quote Template entry field.
- To exit the screen, click on the Save button and then hit the Close button and then Close again.
After creating a Quote Template, it can be selected for use by an individual user or set to be used by all users.
To learn how to set a Quote Template to all users – click here |