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Found 6 results

  1. By default, the quote module create quote by name like #1004 #1005, that always confuse me. Need improvement can revise the name when I am creating it.
  2. Hi, How can I change what is emitted for the line items field from Quote Template and set conditions for field placeholder? How can I change the "Comments" column heading to something else? Which default code/script file can I customize and place in the custom dir? I have done this with the Quote module label, so the comments label is changed on the frontend. But it doesn't seem to changed for the template. Also the price in the line items includes the currency, I would to remove the currency. Please let me know which code file to edit? Or how to configure to remove currency from the fron
  3. Hi, I would like to customize the quote line field as follows Change the "Comments" to another field name/label Add Date of Sale column for quote/invoice line itemI understand this is not possible to customise from the frontend. If so how is it possible to achieve this from the backend code or database? Also how to ensure the customisation remains intact after every X2 Engine update? What code/DB can be edited to do this?
  4. I have just started using this CRM software and despite it being a little tricky, i am getting there. I am just trying to create a template document and when it displays the 'invoice lines' i am getting the following displayed: £1022.50 I have searched the forums and added a few bits of code which was recommended. I shouldn't have to do a download as this was only installed yesterday?!?! Please help if you can. Thanks.
  5. In invoices clients some time some part of the amount of total quote. Some time as a advance amount before product is delivered. This option would help more
  6. Hi, Just wondering the invoice seems quite generic at the moment once printed, apart from changing the logo and adding notes, is there a possibility of editing it to add fixed contact, payment details? thanks. Regards, Oliver
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