Question / Issue |
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How do I change the way the program opens to start a new quote? |
Answer / Solution |
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Program Startup screen:
- From the Gear menu at the top right of the screen, select Preferences.
- You click on Startup Option:
- No Quote - Opens the program to a blank screen giving you link options to open a new or saved quote.
- New Quote of Type - Opens a new quote based on the line of rating and state selected with this option.
- New Quote (Last Line and State) - Opens a new quote based on the previous line and state selected.
- Find Client - Opens a screen for you to search for a saved quote (you can start a new quote from this screen if you can not find the saved quote you are looking for).
- Once you have made your selection, click on the Save at the bottom of the window.
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