Changing the position of fields on the Executive Quote window

You can customize the view of the Executive Quote window by changing the location of each field. Perform the following to add and remove fields from the Executive Quote window:

1. From the Executive Quote widow, right-click to display the Executive Quote pop-up menu.

2. From the Executive Quote pop-up menu, click Setup. The Quote Setup window appears.

3. Click the Level One Fields tab. The Quote Setup window - Level One Fields tab appears
   
   
    

4. From the Displayed section, click the field you want to move so that it is highlighted

5. Perform one or more of the following from the Position buttons section to move the field to a new location:

6. To move the field left one position, click

7. To move the field right one position, click

8. To move the field up one row, click

9. To move the field down one row, click
    

6. Click OK to save the position changes and close the window.