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Insert Field Settings to the Investor Proposal

Insert Field Settings to the Investor Proposal

Aug 6th, 2022

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How to Insert Field Settings to the Investor Proposal

4.7 out of 5

38 votes

hello and welcome my name is aaron hale and this is tips and tricks with propriser today were going to be talking about custom proposal fields custom proposal fields allow you to get more information on your reports store more proposal information in the properties and easily find your proposals once you know how to use custom proposal fields youll be able to save yourself time and be sure youre pricing the right proposal this feature allows you to add up to 20 new fields into the proposal properties with default values you can search for the proposals in the proposals list based on these fields you can also add them into custom reports just a note custom proposal fields are only available in pro pressure 9.3.105 or later so make sure you upgrade so you can get the latest features also admin level access to proprietor is required in order to make adjustments to these fields to locate the custom proposal fields click the proposal defaults button on the setup tab of the ribbon and the

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