Phone: (248) 374-0510 · Email: firstname.lastname@example.org
You can lookup quotes several ways.
1. If you want to look at quotes for a machine don't use this feature. You should instead find the machine and go to the CUSTOMERS QUOTED tab. See the help section on MLS Help: VIEW_AVAIL - Equipment Information Window.
2. If you want to find a quote you sent to a customer don't use this feature. Instead find the customer and go to the OWNED / QUOTES / WANTED / ARCHIVE tab. See the help section on MLS Help: VIEW_CUSTOMER - Customer Information Window.
3. If you want to find a quote by the date it was sent out, this is the right place! You can select a starting date and ending date and all of the quotes within that range will be displayed.
Date range tab (tan section):
BUTTON: 'Search Now':
BUTTON: 'Print Report':
BUTTON: 'New Quote':
Search options TAB:
You may set the Maximum number of records. Do not set this too high as it will reduce performance.
Changing these options will only be temporary unless you also press the button labeled 'Update default options for XXXX only'. (Your search from ownership options will be saved also.)
Last Updated: 04/20/05
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