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How do I adjust the default information on quotes?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

When you create a quote in Akti, you can determine for each quote which data should be displayed. For more info click here.

However, if the default values checked here do not match your activities, you can also adjust the default display. To do so, open the Quotes submenu of the CRM module. Click on the Settings Quotes Settings. Go to Default settings, at the bottom you can now check which information you want to display by default.

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