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View Full Version : How to set a default template for Quotes?


hugicr
November 23rd, 2011, 12:55 PM
How can I select my custom template as the DEFAULT template used for our Quotes? I see where I can use the default OR a custom template but I would like my custom template to be the default.

Thank you in advance.

Support Team
November 24th, 2011, 06:03 AM
In order to set the default report (template) please go to Tools-> Options -> Quotes tab and select your customized report template as the default.

(Note, you'll need a RangerMSP SysAdmin user privileges in order to set this).