Edit resources from quotes

If you’ve ever been stuck preparing a quote to find out that something else needs changing before you can send it off? you are not alone!  We’ve listened to your concerns and we are making the quoting module even more user-friendly.

The first step is to make resources are editable from the quoting screen.  There is a pencil icon located next to each resource name. From this icon you can edit the resource supplier’s details and update with the latest data.

#1132

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