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Notes Tab

 
Each time a quote is created, MasterQ has the opportunity to automatically create a note about the quote and attach it to the People, Customer, Part and/or Salesman records.  Each of these notes include a button that will quickly open up the related quote for review.  The Notes Tab controls which notes are created and how long they are kept before being automatically deleted. 
 
NOTE:  When a quote is created a Word document is created and saved in the customer's folder.  (located in the folder where MasterQ is installed, in a sub-folder named "correspondence" in a sub-sub-folder named with the customer's number.  Created notes include a link to open this document quickly. 
 
Not only are quotes saved in the customer's folder, other documents created by Agenda Development programs are also saved in this location.  Keeping NAFTA forms, RGA documents and other correspondence in this common folder makes them readily available from the customer record.  You may wish to keep other documents you create using other software in this same folder.
 
 
TIP:  When the notes are automatically deleted, the document is not deleted.  Only the note about the document is removed.
 
  1. Save Note in People Record - Creates a note each time a quote is created and attaches the note to the record of the person whom the quote was created for.  The note will contain a View Related File button that can instantly call up the document for review.
     
  2. Delete Note After Days - To keep your files from filling up with old notes, you can specify how many days to retain the note after creation.  After that date, the note will be scheduled for deletion.  Deleting the note does not delete the actual quote, just the note about it.
     
  3. Save Note in Customer Record - Creates a note each time a quote is created and attaches the note to the record of the customer whom the quote was created for.
     
  4. Delete Note After Days - To keep your files from filling up with old notes, you can specify how many days to retain the note after creation.  After that date, the note will be scheduled for deletion.  Deleting the note does not delete the actual quote, just the note about it.
     
  5. Save Note in Part Record - Creates a note each time a quote is created and attaches the note to the related part record of each part that was included in the quote.
      
  6. Delete Note After Days - To keep your files from filling up with old notes, you can specify how many days to retain the note after creation.  After that date, the note will be scheduled for deletion.  Deleting the note does not delete the actual quote, just the note about it.
     
  7. Save Note in Salesman Record - Creates a note each time a quote is created and attaches the note to the record of the salesman who is linked to the customer.
     
  8. Delete Note After Days - To keep your files from filling up with old notes, you can specify how many days to retain the note after creation.  After that date, the note will be scheduled for deletion.  Deleting the note does not delete the actual quote, just the note about it.
 
TIP:  The Delete After days you specify here are used as the default delete date.  You may change the actual delete date for any note you create.