What Do I Put in the Reference Field on the Client Details Screen on Assureweb?

24 views 27/01/2020 18/11/2021 0

The Reference Field enables you to precisely identify each quotation requested when stored within the ‘Find My Quote & Apply’ area of the service. It is particularly useful if several quotations are performed for the same client.

Completion of this field is mandatory but entirely free format.

 

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