Site Contact / Receipt To (Send/Save/Select/Copy) : AGG SMART

Site Contact / Receipt To (Send/Save/Select/Copy) Print

Created by: Jamie Ellwood

Modified on: Sun, 7 Nov, 2021 at 12:37 PM

SEND

Click this to highlight it in green. If this is highlighted, then the on-site contact email will receive a summary of the quote via email.

SAVE

Click this to highlight it in green. Select this and the site contact details will be saved in the contacts list against this customer.

SELECT

Click this to open a list of all contacts for this customer. You can then easily copy in a previous site contact.

COPY

Click this to copy the customer details entered at the top of the quote into the site contact details. Saves having to enter it twice.

Jamie is the author of this solution article.

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Site Contact / Receipt To (Send/Save/Select/Copy) Print