Add Quote Number to each quote
Many fabricators find it useful to have CounterGo add a unique Quote Number to every quote.
- Go to Settings > Quote > Custom Fields.
- Click the Create button.
- Name your field and choose Auto-number. Note: If you want this number added to all of your existing quotes, check the "Generate value for all existing CG quotes" box at the bottom of the window.
- The Quote Number will appear in the upper left-hand window of the Quote Dialog box.
- You can pull this custom field onto your printable quotes if you choose.