Customer and End User

The Customer and End User section of the Quote Details page provides data input fields that captures customer specific information from the Customer Details database and links it to a specific quote. These data input fields are used to capture specific quote information and will be searchable by means of a Quote List Filter at a later date or whenever it becomes necessary to retrieve specific quote information.

 

This section is viewable and uneditable after opening a quote, and editable when editing an existing or new quote.

 

 

For more information, click on the fields below.

Fields