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CAT Tools Tab

 

The CAT Tools tab lists which CAT tools a customer has or prefers to have used in his/her projects. Its main purpose is to be a reference tool.

 

CAT Tools

The CAT tools a customer uses.

    • To add a CAT tool, select the item from the Available Items list. To select multiple items, hold the Ctrl key while selecting the items. After selecting the CAT tool, click Add to add the item to the Selected Items list. Items in the Selected Items list represent the CAT tools the customer possesses.
    • To add all CAT tools from the Available Items list to the Selected Items list, click Add All.
    • To remove a CAT tool from the Selected Items list, click Remove.
    • To remove all CAT tools from the Selected Items list, click Remove All.
    • To quickly add or remove an item from a list, simply double click on the item. For example, if you double click on an item in the Available Items list, the item will now appear in the Selected Items list.

To create a CAT tools item, go to System > Configuration > System Values > CAT Tools.

EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.
Create Quote

Click to create an estimate for a project of this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create.

Create Project

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.