Modifications to the quote

09/27/2021 Now you can add more information to your quote

Deysi Alvarez avatar
Escrito por Deysi Alvarez
Actualizado hace más de una semana

When entering your quote module, you will notice that the following modifications have been made:

1. Searching

a. You can also search using the Description field

2. When creating a quote.

a. You can add observations or notes, these will be visible when printing the quote.

b. Add the type of customer to whom the quote is being made.

c.You can add a doctor who is not registered with Cirrus.

d.You can enter the date on which the quote is estimated to be applied.

Note: The Customer type field only shows customers of type customer and customer / supplier

3. In print.

a. At the beginning of the page, the application date, and description will be shown.

b. At the bottom of the page the observations will be shown.

We are passionate about improving your Cirrus experience. We appreciate you sharing this information with your team and ask us for help if they need it.

Date: September 27, 2021

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