You can track additional information for each quote by creating custom fields. For example, you could create a field for lead source. If you delete a custom field, any information that had been entered for that field will also be deleted.

1. Go to Quote > Edit Settings.

2. In the Quote Custom Fields section, click on the New Custom Field… button.

3. Enter a name, select a data type and click OK. Your new field will display in the Quote Info section of the Quote Detail page for all new and existing quotes.
   
   • Auto-number - use to automatically assign the next sequential number. Use the checkbox to indicate whether values should be generated for existing quotes. You have the option of assigning a number to all existing quotes or just new quotes. If you change the data type of an existing custom field to auto-number, you have the option of assigning a number to all existing fields that are blank. Fields with existing values will remain unchanged.

   • Currency - use for fields you may want to summarize on reports, only numbers are allowed. The field will print with a currency symbol and 2 decimal places.

   • Date - use to ensure a valid date is entered and to allow reporting based on dates

   • Link - use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as http://www.moraware.com. For a folder on your local network use the format \\machinename\sharefile\foldername.
     NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead.

   • List of values - use when you want to define the values for a field such as lead sources

   • Multi-line text - use for long data entry fields such as notes

   • Number - use for fields you may want to summarize on reports, only numbers are allowed
     
     
   • Text - use for data entry fields up to 80 characters

4. (Optional) To display your new custom field on the Quotes page:
   
   1. Go to Quote > View Quotes

   2. Click on

   3. Click on and select the fields you'd like to display. Drag and drop the fields to change the order.

   4. To save this view of the Quote page, click on , type in a name and click OK.
      

   
   

5. (Optional) To display your new custom field on your printed quote:
   1. Go to Quote > Edit Settings

   2. Double-click on the Form Template name

   3. Click on the form where you'd like the field to appear and select Insert Field...

   4. Select Quote Info as the data type and then click on and select your new field