Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Quotes

Use Comments to Track the progress of a Quote

Scroll Prev Top Next More

All Statuses will open a new line in the Comment grid and the user should add an appropriate comment on why the status has changed.

 

new comment

 

Users should be encouraged to enter a new Comment when customer contact is made, and to add useful information for the quote record.

 

The Comment grid text only appears on the Quote Internal Report – but can be reported on and searched if required.

 

You cannot re-order the comments within the grid.

 

Further information: