Viewing the Quote Change Log

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The Change Log for a quote tracks changes to quote information fields.

Go to Quote > View Quotes, click on the quote name and select View Change Log.

Changes are logged for the following fields:

  • Quote Name
  • Account
  • Job
  • Salesperson
  • Accepted Date
  • Invoice Date
  • Customer PO number
  • Quote Custom Fields
  • Notes
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