Executive Quote Setup window - Level One Fields tab

You can use the Executive Quote Setup window - Level One Fields tab to customize the view of the Executive Quote window.

 

 

 

The following table contains a description of each field on the Executive Quote Status Setup window - General tab:

 

Field Name

Description

Available section

Use this section to select the fields you would like to display in the Quote window.

Cancel button

Closes this window without updating your changes.

Displayed Section

 

Contains the fields and layout displayed in the Quote window

OK button

 

Click to use the selected settings and close the Order Status Setup window.

Preview section

(lower half of window)

Use this section to preview your changes.

Show labels check box

Click to show or hide the field labels.

Add/Remove buttons

Click to add the selected field to the Level 1 Fields view

 

NOTES: If the field is already in the left-most position, the field will move to the top-right of the previous row

Click to remove the selected field from the Level 1 Fields view

Position buttons

Click to move the selected fields to the left

 

NOTES:

  • If the field is already in the left-most position, the field will move to the top-right of the previous row

  • You can select more than one field by pressing and holding the Shift or CTRL keys while you click each field.

 

Click to move the selected field up one row

Click to move the selected field down one row

Click to move the selected field right one row.

 

NOTE: If the field is in the right-most position, the field will then move to the left-most position of the next row