How to customize Lists on Quote page

How to customize Lists on Quote page


How to customize Lists on Quote page


  1. Click the settings gear icon

  1. Click "Account Administration"

  1. Click "Lists"

  1. Click "Comment Types" to adjust the names of the note fields in different parts of the system

  1. To add an option, click the "New comment type" button

  1. Click the "Comment type" field and add a name

  1. Click the "Save" button

  1. To edit or mark comments active/inactive, click the pencil icon

  1. Toggle on/off the active field

  1. Click the "Save" button

  1. Click "Return to lists" to further customize

  1. Click "Delivery ranges"

  1. Click the "New delivery range" button

  1. Click the "Delivery range" field to add an option

  1. Click the "Save" button

  1. Click "Return to lists"

  1. Click "Locations"

  1. Click the "New location" button

  1. Click the "Location" field to type in the name of the location

  1. Click the "Save" button

  1. Click "Return to lists"

  1. Click "Payment types"

  1. Click the "New payment type" button

  1. Click the "Payment type" field to type an option

  1. Click the "Save" button

  1. Click "Return to lists"

  1. Click "Terms"

  1. Click the "+ New terms" button

  1. Click the "Terms" field to add an option

  1. Click the "Save" button

  1. Click "Return to lists"


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