at any time for specific help with that page or field.EasyEstimates Administration contains just a few basic functions that control what your customer sees. All changes made are immediately available for preview or if EasyEstimates has been implemented then the changes are immediately viewable by your customers.
EasyEstimates Administration contains:
1) Activity Selector: This is where you select Activities to add, change, or delete. An Activity is group of related items and their options that you want to appear on one page.
2) Activity Change: This is where you can set some general options for the Activity layout and also define how you want the email generated by EasyEstimates to look.
3) Activity Formatting: This is reached from the Activity Change Page and allows custom formatting of Activity Detail Lines.
4) Activity Detail Line Change: This is allows the addition, change, and deletion of individual detail lines within an Activity.
5) Change Detail Line specifics: From the Activity Detail Line Change page, there are several pages that allow updating of detail line specifics, such as cost, description, help information, and others.
6) EasyEstimates Previews: This will preview the EasyEstimates pages your customers see.
Each page contains page specific help information, so click on EasyEstimates Help or
at any time for specific help with that page or field.
Let's get started! Activity Selector
View the Customer Estimates List