Add Quote Number To Each Quote

Many fabricators find it useful to have CounterGo add a unique Quote Number to every quote. 

  1. Go to Settings > Quote > Custom Fields.settings - quote - field
  2. Click the Create button.add new quote field
  3. 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 number
  4. The Quote Number will appear in the upper left-hand window of the Quote Dialog box. quote number will be in quote information
  5. You can pull this custom field onto your printable quotes if you choose.add quote number to forms
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