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

Instructions TaskIn the Instructions tab, you can can review instructions about the overall quote and include new instructions about a 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 special instructions are included in the Instructions tab:

Instructions Message

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 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 individual task entered by a user on the customer's behalf.

To enter the instructions specified by the customer, click Edit Icon. 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 on the Instructions - Quote tab.

This field cannot be modified here. 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 Edit Icon . 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 and other users at your company.  

Quote

Instructions for your users about the entire quote entered 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 about this individual task intended for users at your company.

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

Notes
Payment Note

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

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

Notes

Information about the task visible to all responsible parties.

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

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.

EditClick to modify.
SaveClick to apply the modifications.
CancelClick to terminate the modification process.