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How do I re-order phases for a printed (pdf) quote?
Author: Synergist Knowledge Reference Number: AA-00365 Views: 6220 Created: 06-10-2010 04:41 pm Last Updated: 30-08-2017 11:48 am 0 Rating/ Voters

Issue:

Phases are currently in the wrong order

Resolution:

Once phases are created, it is not possible to change the phase number. However, you can specify how they are ordered for reporting requirements (most commonly when producing a pdf quote). Open up your phase and click the details tab. You can then set the display order on the right hand side - just enter a number (eg. 01, 02, 10, etc). Your phases will then use that ordering for printing purposes.


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