Quote requests list - Revision history

Andrii at 13:56, 23 September 2022

2022-09-23T13:56:21Z

Andrii: /* Open client profile and quote */

2022-09-05T08:12:27Z

‎Open client profile and quote

Andrii: /* Open client profile and quote */

2022-09-05T08:11:23Z

‎Open client profile and quote

Andrii at 08:10, 5 September 2022

2022-09-05T08:10:38Z

Andrii: /* Quote requests filters */

2022-08-09T13:54:57Z

‎Quote requests filters

Artem at 08:52, 16 April 2021

2021-04-16T08:52:00Z

Aleksandra.d: /* Messages */

2020-10-20T07:50:30Z

‎Messages

Aleksandra.d: /* Messages */

2020-10-19T11:32:56Z

‎Messages

Aleksandra.d: /* Messages */

2020-10-19T11:32:36Z

‎Messages

Aleksandra.d: /* Messages */

2020-10-19T11:09:00Z

‎Messages

@@ Line 30: / Line 30: @@
 [[File:Quote request list.png|border|1000px]]
-Having checked the quote request detail, press the '''"Create quote"''' button:
+Having checked the quote request detail, click the '''"Create quote"''' button:
 [[File:Screensh1ot 1.png|border|650px]]
@@ Line 38: / Line 38: @@
 In the '''Messages''' field you can communicate with a client from whom you got a quote request '''(if they use the Client Portal and can log in to the system)'''.
-Enter your message and press the '''"Send"''' button:
+Enter your message and click the '''"Send"''' button:
 [[File:2020-10-19 100659.png|border|500px]]
@@ Line 50: / Line 50: @@
 [[File:Quote request message.png|border|500px]]
-By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective quote request.
+By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective quote request.

@@ Line 81: / Line 81: @@
 =='''Open client profile and quote'''==
-You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the '''Quote requests''' page by clicking on the client's name, and to check the created '''[[Quote details section|quote]]''' if it was done, by clicking the Quote code:
+You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the '''Quote requests''' page by clicking on the client's name, and to check the created '''[[Quote details section|<U>quote</U>]]''' if it was done, by clicking the Quote code:
 [[File:Scquotereenshot 1.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Quote requests list]] Back to the '''table of contents'''.

@@ Line 81: / Line 81: @@
 =='''Open client profile and quote'''==
-You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the quote request page by clicking on the client's name, and to check the created '''[[Quote details section|quote]]''' if it was done, by clicking the Quote code:
+You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the '''Quote requests''' page by clicking on the client's name, and to check the created '''[[Quote details section|quote]]''' if it was done, by clicking the Quote code:
 [[File:Scquotereenshot 1.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Quote requests list]] Back to the '''table of contents'''.

@@ Line 81: / Line 81: @@
 =='''Open client profile and quote'''==
-You can go to the '''<U>[[Client view page – General tab|client profile]]</U>''' right from quote request page by clicking on the client's name, and to check the created '''[[Quote details section|quote]]''' if it was done, by clicking the Quote code:
+You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the quote request page by clicking on the client's name, and to check the created '''[[Quote details section|quote]]''' if it was done, by clicking the Quote code:
 [[File:Scquotereenshot 1.png|border|1000px]]
 [[File:Redirect.jpg|40px|link=Quote requests list]] Back to the '''table of contents'''.

@@ Line 61: / Line 61: @@
 [[File:Filters quote request.png|border|1100px]]
-*'''Quote request code'''—displays only the quote requests with the code containing the entered value.
+*'''Quote request code''' — displays only the quote requests with the code containing the entered value.
-*'''Quote request name'''—displays only the quote requests with the name containing the specified text.
+*'''Quote request name''' — displays only the quote requests with the name containing the specified text.
-*'''Description'''—displays only the quote requests with the description containing the specified text.
+*'''Description''' — displays only the quote requests with the description containing the specified text.
-*'''Client'''—displays only the quote requests for a specific client.
+*'''Client''' — displays only the quote requests for a specific client.
-*'''Specialization'''—displays only quote requests with the required specializations.
+*'''Specialization''' — displays only quote requests with the required specializations.
-*'''Statuses'''—displays only the quote requests with the specified status (New, Quoted, Rejected).
+*'''Statuses''' — displays only the quote requests with the specified status (New, Quoted, Rejected).
-*'''Start date'''—displays only the quote requests which were started in the specified period of time.
+*'''Start date''' — displays only the quote requests which were started in the specified period of time.
-*'''Delivery date'''—displays only the quote requests with the date of delivery in the specified period of time.
+*'''Delivery date''' — displays only the quote requests with the date of delivery in the specified period of time.
-*'''Created date range'''—displays only the quote requests in the specified period of time.
+*'''Created date range''' — displays only the quote requests in the specified period of time.
 =='''Open client profile and quote'''==

← Older revision		Revision as of 08:52, 16 April 2021
Line 84:		Line 84:

	[[File:Scquotereenshot 1.png\|border\|1000px]]		[[File:Scquotereenshot 1.png\|border\|1000px]]
		+
		+	[[File:Redirect.jpg\|40px\|link=Quote requests list]] Back to the '''table of contents'''.

← Older revision		Revision as of 07:50, 20 October 2020
Line 53:		Line 53:


−	<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system ~~'''(and you do not plan allow them to use the Client Portal)'''~~, you can use the '''"Messages"''' field as an option to leave notes or anything you need.	+	<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

	You also can communicate with clients on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.		You also can communicate with clients on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.

← Older revision		Revision as of 11:32, 19 October 2020
Line 53:		Line 53:


−	<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system (and you do not plan allow them to use the Client Portal), you can use the '''"Messages"''' field as an option to leave notes or anything you need.	+	<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system '''(and you do not plan allow them to use the Client Portal)''', you can use the '''"Messages"''' field as an option to leave notes or anything you need.

	You also can communicate with clients on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.		You also can communicate with clients on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.

@@ Line 36: / Line 36: @@
 =='''Messages'''==
-In the '''Messages''' field you can communicate with a client from whom you got a quote request (if they use the Client Portal and can log in to the system).
+In the '''Messages''' field you can communicate with a client from whom you got a quote request '''(if they use the Client Portal and can log in to the system)'''.
 Enter your message and press the '''"Send"''' button:
@@ Line 51: / Line 51: @@
 By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective quote request.
 =='''Quote requests filters'''==

@@ Line 42: / Line 42: @@
 [[File:2020-10-19 100659.png|border|500px]]
-Both you and a client will get emails once the message is sent.
+A client will get an email when a message is sent to them.
 You can read the message and reply straight from the email: