How do I do this?


Change Memo Clip


Posted: 20 August 2010

Hal, How can I make a "global" change to a memo clip for my estimates? When I do it from within the estimate it doesn't save it for other estimates/customers.

. . . . .  Craig

The clips used for estimates, orders, and invoices are marked with a circle in the screen capture below, Craig. Any change you make to those clips will show up by default. You can, of course, create your own clips, then select the appropriate clip for special situations from within the "Remarks" tab of the Estimate Manager.

. . . . .  Hal Heindel