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Add a Customer on the Fly

To add a customer or contact on the fly select the Add Customer/Contact icon next to the entry field.

A new window will be displayed for you to enter the customer information.
Select Save and Add Customer/Contacts. This customer/contact will now be added to your master.


See also

Add New Quote
Add Items and Notes to a Quote
Add Items on the Fly
Generate and Send a Quote
Broadcasting Quotes
Distribution Groups
Copy a Quote
Override Quote Pricing
Renumbering Lines
Adding Footnotes to a Quote
Export Quote To Excel Format
Quote Formatting
Print Email and Faxing Quotes Shortcuts
Quote Distribution Records