Quote Lost Reasons

This screen allows you to maintain a list of Reasons why a Quotation was lost.  This is attached to the quote for analysis purposes.

Entry and Display fields

Name: Enter the Name of the Lost Reason Code.  Duplicates not allowed.

Description: Enter a short description of the Lost Reason Code.  No checks are made on this entry

Data Display Options

Field Position: On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Lost Reason Code screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Lost Reason Code.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Lost Reason Code.