Automatic Notes on Customer Quotes
Use the new Quote Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Quote forms:
Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text
Read the instructions below for maximizing the benefit of these options. (3178)
Big Business 2.5 includes the option to automatically fill in the Notes on a Customer Quote. All of these items are added during printing and work only with Built-In forms (not Custom Forms).
The following can be automatically added:
• Customer Code
• Customer Listing
• Total Quantity (total count of all Items on the Quote)
• Boilerplate Text
To enable this feature:
1. Open the Customer Prefs.
2. Click on the Quote Preferences button.
3. Click the checkbox for each item you wish to add.
4. Fill in any Boilerplate text you wish to add.
5. Click the OK button.
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