How to Browse Customer Quotes in NEXT

Basic Search

1. From the Customer Quote browse screen enter a search term in the search bar.
2. Use the button view all information related to the quote.

Advanced Search

1. Click the search criteria button, , located in the search bar, to add additional search parameters.
2. Fill in the information you want to search by and click Apply to run the search.
   

1. Select a quote from the result list.
2. Select from the toolbar.
3. From the Communications Center you can view interoffice mail, contacts, remarks, attachments, and notes related to the quote.
4. Attachments can be downloaded as well.
   

Notes

1. From the notes tab select a note type that you would like to edit.
2. Click the Edit button under the note in the right side section.
   
3. Edit existing text or add to it then select Save.
   

Attachments:

1. From the attachments tab select the attachment you want to edit.
2. Use the delete button under Actions to remove the attachment from the quote.
   

Notes

1. From the notes tab select the note type.
   
2. Select the Edit button.
3. Enter your note.
4. Select Save.
   

Attachments

Multiple files can be added and then attached all at once.

1. From the attachments tab select the plus icon, .
2. Browse files or drag and drop.
3. Once you have added all of the files you want, click the Attach button.
   
4. A message will appear to let you know the files were attached successfully.