Quotes and Invoices

Setup a default product

Setting a default Resource Hero Quotes and Invoices product can be done from Setup by entering Custom Settings in the Quick Find box, clicking on Custom Settings, then clicking the Manage link next to Resource Hero Quote Settings.

Click the Edit link next to the Default Product Name setting, enter the name of the product that you would like to be used as default, then click Save.

That’s it.  Your default product has been set.

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