TARGET Revision 26.3
The big change in this release is the addition of an html-style
signature block on quotes. Because this is html, almost anything
can be done in it. It can contain links, pictures, scanned
signatures, and so on. The total size is without limit, but
we strongly suggest keeping quotes to a single printed page
After you install this revision and send back the form, we will
send you a quote from your system with the new html-style
signature block installed. Kathy can then make whatever fancy
content you would like. Each user can have a default html boiler
but that can be overridden on each quote.
The default html boiler name is put in user maintenance in the new
field called HTBOILER. When this field is completed the boiler
file does not have to exist, but when the quote is emailed if it
does not exist and has not been changed the quote will not be
sent. If you don't want a default, just leave the field in
user maintenance blank.
On the quote screen (F5) the new HT BOILER field will get the contents
of the user default on the creation of a new quote. After that, the
user may modify it or blank it as desired. The same is true of the
new HTBOILER field in the bulk email quote screen in the back office.
Note: It is important to note that we will need to make a
change to the two quote forms we have stored on your system to
implement this feature. When we do, we will ask which of the
following fields you want us to remove because the content will
be in your new html boiler plate:
The information to be removed from the quote is only fixed information
about you. Information about the machine being quoted or the quote
recipient will remain as it is.
- Your name
- Your email address
- Your web address
- Your telephone/fax
The second boiler plate (normally your signature) can stay as it is
in your system but you must decide whether it should show on quotes
or not. This decision affects everybody in your company, not just
a single salesperson.