This setting allows you to create a list of reasons for which an estimate may have to be rejected. These reasons will be available in a dropdown when rejecting an estimate. The list can be added to or amended as need be through your system settings.
- In order to set these up, open system settings, scroll down to the 'Estimates' section and 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.