Instructions
Step-by-step guide to configuring a tour for the quote form
The ‘Other’ activity option is always available on the quote form. It can be used standalone, or in addition to listed activities. A description must be entered in the freetype text field
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The Quote form has two mandatory selections to filter down the activity list. This filters tours by Area and Address. Together they filter the location and list only the activities that match and are Quotable.
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From the Main Menu click on Tours>Tour Maintenance and click on a tour.
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Click Advanced and switch on the ‘Quotable’ toggle switch to enable
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To add a tour to the quotes list of activities, it must belong to an Area and an Address
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Select Area from the type-ahead/dropdown list
Select Address from the type-ahead/dropdown list.
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On the Options Card
Set the Quotable switch to Enabled
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Click in the Area and Address field to select from the dropdown list a lookup.
Note: If the Area and Address Lookups are empty,
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then a lookup will need to be created. See below instructions to create a lookup.
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To create a lookup from the Main Menu go to Tours>Locations>Shared Locations Tab and select the + Add Shared Location button
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Enter a Name for your ‘lookup’ and select a country from the drop down list, both fields are required. Ensure the ‘Enabled switch’ is turned on, and select the Save button.
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Now that the configuration is complete, click here to learn how to Add a Quote