farmerswife

Welcome
Login  Sign up

Adding Notes to Quotes using Virtual Bookings


Either add a Project Custom Field: Note Text and display with the header information on your quote or add a 'Note' to each or selected Virtual Bookings.

To display the notes in the Print Designer:

- Project Custom Field > in the "Project" loop, click green + icon > Custom > select the Custom Field > move to where you want to show it in the header of your quote.

- The Virtual Booking note > chosse in the 'From Details' section > D: "Note".

To add a note per line/detail, you should add the information in the Virtual Booking > Object Note:

Then display the "Note" in the "Element Row":


Did you find it helpful? Yes No