Question / Issue |
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How do I set a default Quote Description for all new quotes? |
Answer / Solution |
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Quote Description default setting:
NOTE: You must have Agency Admin access to make this change.
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Go to the Gear menu and select Preferences.
- Click on the Agency option.
- Click on Quote Descriptions.
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In the Quote Descriptions box, click on Default next to the option you want defaulted.
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You will then see the highlight bar move to your selection.
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To close this screen, click on the Save button on the or bottom of the screen.
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