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Creating Draft Client Jobs |
  
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Creating Draft Client Jobs |
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Draft client jobs can be created either in Edit Quote window right after creating a quote, or by selecting the quote and managing its draft client jobs in the table to the right.
To add a draft client job from within Edit Quote window:
1. Open a quote by double-clicking it in the list.
2. Click New button on Client Jobs tab of Edit Quote window.
Alternatively, draft client jobs can be added without the need to open a quote.
1. Select a quote in the list of quotes on Quotes tab of Client window.
2. With the quote selected, click New button on the panel to the right.
