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Admin guide
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Menu
-
Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Sales Intelligence - SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- CRMScript
- Service
- AI services
- App Store
-
Admin guide
Configure product fields
Updated on 3 Jun 2022
You can customise and configure the Quote Management features in Settings and maintenance to match the names and labels your users are familiar with.
In the Settings tab, you’ll find the Configure product screen. Here you can change and customise all labels used in Quote management. In addition, you can check whether a field should be editable and/or mandatory.
You can change all labels of the fields in the product menu in the Configure product screen
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