Hi
I have just realised that the Sales Quote does not have a heading like Sales Invoice or Purchase Order or Sales Order does. They all say Sales Invoice etc at the top left, whereas Sales Quote doesn’t.
Anyway to do this?
Thanks
Ray
Sales Quotes has a variable heading so you can create your own title within the Heading Field.
Some Users use Pro forma Invoice or Estimate or Quotation - or even Sales Quote
The capability @Brucanna refers to is implemented at the top of the input screen:
The blue set default link allows you to set it permanently for future quotes. (You can always set a new default title, of course.) Setting a default will not change past sales quotes. Those can, however, be edited.
Ooooh… I have been using it totally incorrectly then.
Thanks for the info, can’t believe I didn’t see that myself.