How to customize Lists on Quote page

1. Click the settings gear icon

2. Click "Account Administration"

3. Click "Lists"

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

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

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

7. Click the "Save" button

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

9. Toggle on/off the active field

10. Click the "Save" button

11. Click "Return to lists" to further customize

12. Click "Delivery ranges"

13. Click the "New delivery range" button

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

15. Click the "Save" button

16. Click "Return to lists"

17. Click "Locations"

18. Click the "New location" button

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

20. Click the "Save" button

21. Click "Return to lists"

22. Click "Payment types"

23. Click the "New payment type" button

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

25. Click the "Save" button

26. Click "Return to lists"

27. Click "Terms"

28. Click the "+ New terms" button

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

30. Click the "Save" button

31. Click "Return to lists"