Quote Preview Pane |
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The preview pane is a quick way to see transaction insights for a customer.
When in a quote, the preview pane will display on the right hand side of the screen.
Select the Preview Pane icon on the bottom right of the status bar to show/hide the Preview pane:
If the Preview Pane does not appear, click on the 3 vertical dots at far right and drag to the left, or double click for it to appear:
There may be two tabs on the bottom of this preview pane. The above image is the Cardfile Transactions tab, and there will also be an Email tab if there are any emails attached to the job. The email will show in this preview pane.
This area displays the following for the customer:
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