Vedatrak 3.0 Online Help

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Viewing and Editing Quotations

Quotations can be viewed and edited in Quotations Detail View directly by clicking Edit/View next to the quotation in several places:

  • Dashboard: In the Quotations tab in Recently Changed Information Area to view and edit recently changed quotations.

  • Contacts Detail View: In the Quotations tab in the Linked Items Area to view and edit contact related quotations.

  • Quotations List View: to view and edit a found set of quotations.

When Quotations Detail View appears, users may edit all aspects of an quotation.


    
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