Quotes: Difference between revisions
From Customer365 for SageCRM
(Created page with "This lists the quotes in the system File:quote_list.png Click on a case link to open File:quote_click.png View the case details File:quote_detail.png") |
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This lists the quotes in the system | This lists the quotes in the system | ||
[[File: | [[File:quote_list1.png]] | ||
---- | |||
User can search quotes using search box. To clear search filter press "Clear" button | |||
Search results are based only on Reference and Description field. It can be modified in web.config settings | |||
[[File: | <add key="tbQuoteFilter" value=" and (quot_reference like '%25#searchvalue#%25' or quot_description like '%25#searchvalue#%25')"/> | ||
[[File:Quote_search.png]] | |||
---- | |||
By default only active quotes are displayed. To modify default filter change configuration value in web.config | |||
<add key="PortalQuotesCustomFilter" value="Active"/> | |||
Quotes are sorted bases on Date Created. To modify sorting change configuration value in web.config | |||
<add key="QuotesDefaultOrderBy" value="quot_createddate"/> | |||
---- | |||
Text configuration settings for Quotes and Quotes Details Page: | |||
<add key="lblQuoteFilter" value="Quote Reference:"/> | |||
<add key="lblFilterSection" value="Click the Reference column to view the quote details"/> | |||
<add key="lblYourQuotes" value="Your Quotes"/> | |||
<add key="lblQuoteSummary" value="Quote Summary"/> | |||
Screen settings for Quotes and Quotes Details Page: | |||
<add key="PortalQuotesList" value="PortalQuotesList"/> //quotes screen | |||
<add key="PortalQuotesScreen" value="PortalQuoteForm"/> //quotes details screen | |||
---- | |||
View the quote details | |||
[[File:quote_detail1.png]] | |||
---- | |||
Quote details can be printed by pressing "Print" button on Quotes Details Page | |||
[[File:Quote_print.png]] | |||
Latest revision as of 13:19, 8 August 2016
This lists the quotes in the system
User can search quotes using search box. To clear search filter press "Clear" button
Search results are based only on Reference and Description field. It can be modified in web.config settings
<add key="tbQuoteFilter" value=" and (quot_reference like '%25#searchvalue#%25' or quot_description like '%25#searchvalue#%25')"/>
By default only active quotes are displayed. To modify default filter change configuration value in web.config
<add key="PortalQuotesCustomFilter" value="Active"/>
Quotes are sorted bases on Date Created. To modify sorting change configuration value in web.config
<add key="QuotesDefaultOrderBy" value="quot_createddate"/>
Text configuration settings for Quotes and Quotes Details Page:
<add key="lblQuoteFilter" value="Quote Reference:"/> <add key="lblFilterSection" value="Click the Reference column to view the quote details"/> <add key="lblYourQuotes" value="Your Quotes"/> <add key="lblQuoteSummary" value="Quote Summary"/>
Screen settings for Quotes and Quotes Details Page:
<add key="PortalQuotesList" value="PortalQuotesList"/> //quotes screen <add key="PortalQuotesScreen" value="PortalQuoteForm"/> //quotes details screen
View the quote details
Quote details can be printed by pressing "Print" button on Quotes Details Page
