In some cases, specifically for users who process quotes and orders from other offices, it may be necessary to change the workgroup listed on a transaction. For more information on processing transactions from other offices, click here.
This process can be completed for quotes, projects, orders, and invoices. This example will use a quote.
1. Navigate to the Quotes page.
2. Open the needed quote.
3. Select "Tools."
4. Select "Change Workgroup."
5. The "Workgroup Selector" window will appear.
6. Select the workgroup so it is highlighted.
7. Select "OK."