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Enabling Quote Status Colouring

This article will show you how to set up colour coding for the status of a quote.

First, go to Settings > Modules > Quotes and tick the ‘Enable status colours’ box.

Then click on ‘Setup status colours’ to select the colours for your statuses.

Once done, click ‘OK’

Now go to your quote list and you will see the colours under status.

If the status column is missing, right-click on the header and select ‘Column Chooser’. Then drag the ‘Status’ column into the header bar.

Clik Service

Clik Service

CRM

Enabling Call Colouring for Company Status
Clik Service

Clik Service

Job Sheets

Enabling Job Sheet Colouring

Quotes

  • Creating Standard Quotes [Video]
  • Converting Quotes
  • Creating Quotes From a Sales Enquiry [Video]
  • Quote Templates [Video]
  • Adding Equipment to Quotes [Video]
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