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Client Defaults

To setup and edit Client defaults go to Maintenance -> Defaults on the top menu. The @Quote Plus Defaults window will open up. Click on the Client tab.

Use the Client tab to set up and edit the following information:

Client Types: Use this table to assign clients different types. To add a new entry, simply click on the last row of the table and press the down arrow (↓) key on your keyboard, adding a new row. To edit an entry, click on the entry and type over it. To delete an item, select it and click the Delete button.

Click Close to save changes and exit the Defaults window.

 

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