For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote. | |
In the Instructions tab, you can review instructions about the overall quote and enter new necessary instructions about the given task. 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 is entered, a message appears in the task's Main Data tab notifying the user that special instructions are included in the Instructions tab: | |
Special Instructions | |
From 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. To modify, go to the Instructions - Quote tab. |
Quote Task | Instruction from the customer about the individual task entered by a user on the customer's behalf. To enter the instructions specified by the customer, click . A window with a text box appears. Enter the text into the text box and click . |
For Provider | |
Quote | Instructions for the providers about the entire quote entered by a user on the Instructions - Quote. This field cannot be modified. To modify, go to the Instructions - Quote tab. |
Quote Task | Instructions about this individual task intended for your providers. To enter the instructions intended for the providers, click . A window with a text box appears. Enter the text into the text box and click . |
Internal | |
Quote | Instructions for your users entered about the entire quote entered by a user. This field cannot be modified. To modify, go to the Instructions - Quote tab. |
Quote Task | Instructions about this individual task intended for your users. To enter the instructions intended for the users, click . A window with a text box appears. Enter the text into the text box and click . |
Notes | |
Payment Note | Information about the payment of the individual task only visible to you and other project managers at your company. To enter any additional information, click Enter the text into the text box and click . . A window with a text box appears. |
Notes | Information about the individual task visible to all responsible parties. To enter any additional information, click A window with a text box appears. Enter the text into the text box and click . . |
Dashboard Note | If the quote is converted into a project, an entry is added to the Dashboard Notes tab in the dashboards of all responsible parties. To create a dashboard note, select the tickbox. |
Click to create the task. | |
Click to terminate the task creation. |