Quote images
OverviewThis article explains when to use quote images, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Overview
This article explains when to use quote images, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Quote images sits within Work / Quotes. It is designed to work alongside related articles such as Confirming a quote, Creating a quote, Editing a quote, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Find Address.
Important fields
- Reference: Look for input such as “Optional reference”.
- Customer Source: Look for input such as “Select customer source”.
- Services: Look for input such as “Select services”.
- Pricing Type: Choose the option that best matches the current record.
- Duration (Hours): Complete this value carefully before you save.
- Duration (Minutes): Complete this value carefully before you save.
- People: Complete this value carefully before you save.
- Title: Choose the option that best matches the current record.
- First Name: Look for input such as “First name”.
- Last Name: Look for input such as “Last name”.
- Company: Look for input such as “Company name”.
- Address Line 1: Look for input such as “Address line 1”.