This setting allows you to create a list of reasons for which an estimate may have to be rejected.
- Open system settings
- Scroll down to the 'Estimates' section.
- Click 'Estimate reject reasons'. These will appear as a dropdown list from which a reason can be chosen once you have created them.
- Simply add the reason on the left with the text box and the 'Add estimate reject reason' button.
Once saved, you can edit or delete these reasons if need be and to change the order in which they appear in dropdowns throughout Commusoft by dragging and dropping them.