Modifying customer details in a quote
You can modify the details pertaining to a customer by clicking the Customer hyperlink in the Quote Details screen.
The following table describes the fields displayed in the Edit Customer dialog box:
| Field | Description |
|---|---|
| Primary Information Panel | |
| Name | The name of the quote. |
| Expiration Date | The date by which the quote will expire. If the expiration date is not specified before the
quote is presented to the customer, the Expiration Date - Warning icon is displayed. When you
move the pointer over this icon, the following message is displayed: ''If sent to the customer today, this date will be <current date + Default Expiration Period (Number Of Days) rule>'' |
| Contact Panel | |
| Contact | The name of the business customer contact. Note: This
field is displayed only if the customer is a business customer.
|
| Phone No | The phone number of the business customer contact or the consumer customer. |
| E-mail Address | The e-mail address of the business customer contact or the consumer customer. |
| Billing Address Panel | |
| This panel displays the Bill To address of the customer. | |
| Shipping Address Panel | |
| This panel displays the Ship To address of the customer. | |
You can perform the following tasks:
- Modify Quote Name and Expiration Date
- Modifying the Consumer Customer Details in a Quote
- Modifying the Business Customer Details in a Quote