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Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Custom Quote Extras (Intl. Only)

To set up custom quote extras please follow the steps shown below.

Step 1 - Click on Settings as shown below

Step 2 - Click on Quote Extras

Step 3 - Click on Add New

Quote Extras used in quote add and edit pages can be customize and added in this module. To manage quote extras, -click Settings > Quote Extras as shown above.

To Create Quote Extras

  1. Click Add New
  2. Fill in information
  3. Click Submit

To Edit Quote Extras

  1. Click Edit Icon
  2. Update information
  3. Click Submit

intl_extras.txt · Last modified: 2019/02/28 13:20 (external edit)