How to save a quote as a module
A module can also be built from the “Quotes” Tab. Within this Tab, follow the steps on “How to create and build a quotation”. Once the quotation has been created, click “Save as module” on the “Program Detail” Tab. A new window will now appear. On ...
How to import/add a module into a quote
Once the quotation shell has been created, click “Import a module” on the “Program Detail” Tab. Insert the day number on which you would like the module to start and then click “Import”. A new window will appear which will allow you to choose the ...
How to build a module
Select the “Modules” Tab from the menu on the left-hand side of the screen. Personal modules: Modules exclusively for your own use. Shared modules: Lets you share the module with other consultants. Company modules: Standardised modules used for ...