This example has shown how a To Do Memo can start as a simple reminder, or be made into a much more sophisticated tool if you wish.
This new quote has been added to the contact history, so can be changed like a normal quote.
This creates a new quote and fills it with the products from the To Do Memo.
All that is left to do now is to print this quote and send it to the contact.
You can then convert the To Do Memo into a quote by dragging the To Do Memo's hand icon, to the contact.
When you ring him and tell him the prices, he then wants a quote sent to him. The first step is to double click on the contact icon to open the contact file window.
If this were a real life, we could now ring James on the To Do Memo and quote our prices. You can dial using a modem by clicking on the phone button.
Quantities can be changed by double-clicking on the newly installed products.
Products can also be dragged onto a To Do Memo. This can be done to give a customer a quick calculation of prices.
Select products in another window and drag them on to the To Do Memo.
To drag a contact on to a To Do Memo, select a contact in the contact list or in the contact window.
To Do Memos can store links to other objects, such as quotes, products or contacts.
These hotlinks are made by dragging objects on to the To Do Memo.
The type of To Do Memo can be set with the buttons in the left of the window.
The "i" button shows a dialogue with even more information.
If you set a time for the memo, you will be reminded about the memo at that time.
You can also set an advance warning if you wish.
Notes can be typed directly onto the To Do Memo. Changes are saved automatically.
A To Do Memo is created by selecting "New To Do Memo" in the "To Do" menu.
In its most basic form a To Do Memo could be a simple reminder.
The Time Manager (To Do List) section of SaleSmartz allows you to plan appointments, record notes and much more.
