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The Next Touch Type drop down list box and Touch Date Box is a set of tasks that a salesperson can set for themselves to keep the project moving through the process (the values in the list box are set by your administrator, if you think the values should change, see your administrator). Salespeople do not generally have action items that assign to them, so this is a way to set an action item like task for them. Next Touch information goes onto the Salesperson's Events Calendar once a Next Touch Date is set. Once set, the Next Touch can be dragged and dropped on the calendar to reschedule. You can also set the Type and Date by right clicking on a project from any grid or tree where projects are listed. See Using Next Touch Functionality in this manual for more information.
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Quote Date
The Quote Date drop down calendar box can be manually filled out, however when a quote is printed, this value will update itself with the date the quote is printed automatically. The quote date shows on the Current Opportunities grid, Backlog Grid and all Project and Order based Analysis Grids.
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Furniture Dealer / Architect OR Associate 1 / Associate 2
The Furniture Dealer / Architect or Associate 1 / Associate 2 boxes (the labels will differ depending on your industry) allow you to associate company locations with the project and analyze how many projects (or which projects) outside companies have been associated with. This list box is populated by setting the Architect, Furniture, or Associate checkbox on the company location window. You can only choose from the list with these boxes, you cannot just type in an arbitrary company name. You can also supply a contact you are working with from these by typing in a name in the contact box underneath each drop down list box.