Tech Support > Microsoft Windows > Windows CRM > Quote customize
Quote customize
Posted by Carlos on February 1st, 2007


Ok I have CRM 3.0 installed and want to modify the qoute to add a logo an
make some changes, where do I do that?

Thanks
Carlos


Posted by Matt Parks on February 2nd, 2007


If you are talking about the word merge document, you can open the quote.dot
file (it will be in your user templates dir on your machine) and edit it.
You need ot show the Field codes as most of the content is embedded in merge
fields.

--

Matt Parks
MVP - Microsoft CRM


"Carlos" <palcar@gmail.com> wrote in message
news:OG5d%23ElRHHA.3996@TK2MSFTNGP04.phx.gbl...
Ok I have CRM 3.0 installed and want to modify the qoute to add a logo an
make some changes, where do I do that?

Thanks
Carlos



Posted by Carlos on February 2nd, 2007


I meant when you create a quote and do print preview
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:OLDjn9lRHHA.1200@TK2MSFTNGP02.phx.gbl...


Posted by Matt Parks on February 3rd, 2007


Unfortunately, you can not modify the print preview forms.

--

Matt Parks
MVP - Microsoft CRM


"Carlos" <palcar@gmail.com> wrote in message
news:OQkw8dnRHHA.5032@TK2MSFTNGP03.phx.gbl...
I meant when you create a quote and do print preview
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:OLDjn9lRHHA.1200@TK2MSFTNGP02.phx.gbl...




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