Quotes: Difference between revisions

From Customer365 for SageCRM
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User can search quotes using search box. To clear search filter press on "Clear" button
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
Search results are based only on Reference and Description field. It can be modified in web.config settings

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