Tuesday, November 11, 2008

InBizness 2.7 Changes For Quotes

QUOTE MODULE CHANGES
Added custom menu, buttons and associated scripts to convert a quote to a sales order

Added a link from quotes to leads, now leads can create quotes, because of this ...

Instead of showing related client address information, created address fields that auto enter either lead or client address information.

Added button and custom menu option to save a quote as a pdf document and allows you to store the document location.


Updated the printed quote layout to a more streamlined look and feel.

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