I am still waiting for our database to be migrated. I have quite a few questions but one in particular is the quotes module. I need to create an area within zoho where i can include the following headings, the existing default fields in quotes seem to be non editable can i create something myself within zoho so that we have a
summary rather than actual quote details. We are using Professional version.
Quote number – numerical data
Date – date format
Company name – free text
Lead source – free text
Sub-dealer – drop down
Enquiry
details – free text
Depot – free text
Contact first name – free text
Contact surname – free text
Email address – free text
Tel number -
numerical
Cost – free text
Comments - free text
Action - free text
Accepted deal – free text