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How to set a default template for Quotes?
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November 23rd, 2011, 12:55 PM
hugicr
Posts: 48
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.
hugicr
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November 24th, 2011, 06:03 AM
Support Team
Posts: 7,514
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).
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