Custom Fields Subtab

CustomText Fields

The CustomText fields are named on the Custom tab of the quote workbook. The names used on the Custom tab of the quote workbook will be shown in this window. In the CustomText fields enter the default values that you would like to appear on all new quotes.

Tip:	The CustomDate01 and CustomDate02 fields support the macro of {+##} so you can set a default date. For example, if you set the macro as {+14}, this will set the date in that field to today's date, plus 14 days as a default.