Daily Archives: April 27, 2016

May 2016

New Features and Improvements May 2016:   Quotes You now have the ability to print and E-mail quotes for your customers. Set Up: On the Management Screen go to Customers and click “Quotes.” In the upper right corner click on the “Quote Settings” button. Options: Quote Expiration Date- fill in how many days the customer has before the quote expires. Users can change quote expiration date- this gives the ability for an employee to extend the expiration date of the quote. Lock quote to the original user- this will give the credit or commission of the sale to the employee Read more