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  For a description of the three left-hand panels, click here: Main Data - Quote. 

Activity InstructionsIn the Instructions tab, you can can review instructions about the overall quote and include new necessary instructions about the given activity. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

When information directly related to the activity is entered, a message appears in the activity's Main Data tab notifying the user that special instructions are included in the Instructions tab:

Activity Special Instructions

Special Instructions 
From Customer
 

The instructions in this column are only visible to you, other users at your company and your customer.

Quote

Instructions from the customer about the entire quote entered by the customer from his/her Partner Zone/Portal or by a user on the Instructions - Quote tab.

This field cannot be modified here. To modify, go to the Instructions - Quote tab.

Quote Task

Instructions from the customer about the activity's task entered by a user on the customer's behalf.

This field cannot be modified here. To modify, go to the Instructions - Task - Quote tab.

Quote Activity

Instructions from the customer about the individual activity entered by a user on the customer's behalf.

To enter the instructions specified by the customer, click Edit. A window with a text box appears. Enter the text into the text box and click Save.

For Provider
 

The instructions in this column are only visible to you, other users at your company and your provider.  

Quote

Instructions for the providers about the entire quote entered by a user.

This field cannot be modified here. To modify, go to the Instructions - Quote tab.  

Quote Task

Instructions about this activity's task intended for your providers.

This field cannot be modified here. To modify, go the Instructions - Task - Quote tab.  

Quote Activity

Instructions about this individual activity intended for your providers.

To enter the instructions intended for the providers, click Edit. A window with a text box appears. Enter the text into the text box and click Save

Internal
 

The instructions in this column are only visible to you, other users at your company and other users at your company.

Quote

Instructions for your users about the entire quote entered by a user.

This field cannot be modified here. To modify, go to the Instructions - Quote tab.

Quote Task

Instructions about this activity's task intended for your users at your company.

This field cannot be modified here. To modify, go the Instructions - Task - Quote tab.  

Quote

Instructions about this individual activity intended for users at your company.

To enter the instructions intended for the users, click Edit. A window with a text box appears. Enter the text into the text box and click Save.

Notes
Payment Notes

Information about the payment of the individual activity only visible to you and other users at your company.

To enter any additional information, click Edit. A window with a text box appears. Enter the text into the text box and click Save.

EditClick to modify.
SaveClick to apply the modifications.
CancelClick to terminate the modification process.
Click to return to this activity's task.