Announcement

Collapse
No announcement yet.

How to set a default template for Quotes?

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    How to set a default template for Quotes?

    How can I select my custom template as the DEFAULT template used for our Quotes? I see where I can use the default OR a custom template but I would like my custom template to be the default.

    Thank you in advance.

    Re: How to set a default template for Quotes?

    In order to set the default report (template) please go to Tools-> Options -> Quotes tab and select your customized report template as the default.

    (Note, you'll need a RangerMSP SysAdmin user privileges in order to set this).

    Comment

    Working...
    X