References - Add to a Quote or Job

References - Add to a Quote or Job


Add ‘Reference’ fields

You can add ‘Reference’ fields into IQ for additional job information.


Any reference fields will show on the quote page under the ‘product description’:



 


 


And on the job details page under the:

 


 

 

Setup

To access the ‘References’ admin page, go to ‘Admin’, ‘References’:

 


 


You have 20 reference fields you can use:

 


 


Under ‘Reference Fields’ to create the field and its details. Under ‘Groups’ you can create groups that these fields will show under:

 


 

Groups

Add a new group..


 

..and name it:

 


 

 

The group is now created:

 


 


REFERENCE FIELDS

You can create fields that just show in either the quote, job or both.


Click the ‘eyeglass’:

 


 

 
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A window will drop down:


 

 

Type: You can create a text field, a number field, options list and a date field. In this example we will create an options list:

 


 

We will add it to our group we created called ‘Reference Group A’. If you do not make a group it will just show under a ‘General’ group.




 

Give the field a name:

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Create the items you require to show in the list:


 


 


If you want one of the items to show as the default, add that under the ‘Default Value’:

 


 

 

Click the ‘Active’ checkbox and ‘Save’:

 


 

 

The reference field will now move to a new list at the top:

 


 

 


To make that reference field also show in the job details screen, click into ‘Job’:


 


 

 

You will now see the list of 20 ‘JobReferences’:

 


 

 

Click on the ‘eyeglass’ next to the job reference and a window will drop down. Use the top part to create a standalone reference or the ‘Copy From’ to link it to a ‘Quote Reference’:

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To link the ‘jobreference 1’ to ‘quotereference1’, Select the ‘location’ as ‘quote’ and select ‘1’ from the list:

 


 


It will now show on the list at the top:

 


 

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