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      Enabling 'Deselect Task' Feature in Quote Screen

      When presenting your quotation to your customer, you should include everything that you possibly want to offer.

      With this feature, tasks that your customer does not approve, you can simply 'deselect' from the quotation.

      These tasks will remain visible on your quotation under a new heading to ensure your customer is aware that you did offer the work but they did not approve.

       

      Learn how to enable this feature by following the flow below:

      How to enable this feature:


      1. Go to your Office View (https://live.flatratenow.net)
      2. Click 'Settings'
      3. Click 'Configuration'
      4. Select 'Selling' tab
      5. Open 'Task Options'
      6. Tick 'Enable Task Opt-Out Feature'
      7. Choose your preference for displaying 'Deselected Tasks'

        1. 'Yes'

          • You will always display deselected tasks

        2. 'No'

          • You will never display deselected tasks

        3. 'Prompt'

          • You can decide whether to display deselected tasks or not

      8. Remember to press 'Save Changes'

       

      Please Note:

      • You will need to have this feature enabled if you would like your 'Deselected Tasks' to sync over from the Option Builder