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Re: Questions about OptiGold

From: Victor Garcia
Date: Sunday, November 17, 2002
Time: 9:08:44 pm


>You can make pre-sale quotes for contacts (under the Contact Manager), but
>not customers. Where do you see that on the site?
I guess I saw something like that, but this feature is what I was talking about. I just wanted to miss around with it to see how nice it is. Thanks.

Shawn Hogan <shawn@digitalpoint.com> wrote:Victor Garcia wrote:

> When my Sales Rep creates a customer via the web and creates the customer,
> optigold adds @mydomain.com to the end of the username, is there any way to
> take that off?

Maintenance & Preferences -> Web Interface Setup -> Online Signup -> Add
Domain To Login [Yes/No]


> Also, how would I quote a customer, I was reading the site and I see that
> optigold can allow you to quote your customers, how and where would I find
> that feature?

You can make pre-sale quotes for contacts (under the Contact Manager), but
not customers. Where do you see that on the site?

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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