Tuesday 26 April 2016

How to Add your own Quote Status options in Estimating

Dolphin comes with some default quote statuses in the Quote Status Dropdown.

Did you know that you can add your own custom status options to this list ?

This is how you do it :

Go into the Estimating Module and view the details of a quote

On the quote status dropdown , you will notice a small black + button just to the right.

Click on the plus.

Enter the name of the new Status

Close the pop up screen.

Things to be aware of

-- if you can't see a small minus button to delete the ones you don't want, call us , as this indicates your system was not setup correctly at installation.

-- Some older versions of Dolphin might show an error  error when you click the button, in that case call us and we can assist  ( or arrange an upgrade for you pronto)

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