Page History: Quote Grid
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Page Revision: Mon, 10 Sep 2018 09:14
General Information
Screen Name: RFQGRID
Function: The Quote Grid allows users to enter a date range and select other filters to view details about Quotes in a grid view. The quote number field is a drillable field, linking to the quote.
Special Functions: Users can send a custom email to the contact on the quote. Use the select box to select the orders for contact and it will cycle through message control. Once completed the user can mark the quote as "Contacted" for future reference. New email templates CONTACTRFQ or CONTACTRFQ-RFQTYPE can be used to default the email message.
