Summary
This article describes how to change the sidemark for a Quote, Sale or Order. This feature is only available to Account Administrators and Sales Reps.
Instructions
- Navigate to the Quote/Sale/Order Review screen
- In the upper left hand corner, click on the Edit button
- The sidemark is automatically populated with the customer's last name
- You may change this field with text of your choice
- Press Save
Applies To:
- Solatech Focus