Adding Comments to a Sales Quotation

Originally written by Luke Mavin. Published 4 February 2025 on the Motasoft VGM Help Centre.

VGM now allows you to add and manage comments within Sales Quotations via the Sales Quotation Comments tab. This feature functions similarly to Jobsheet comments, enabling better communication and record-keeping.

Enabling the Sales Quotation Comments Tab

If the Sales Quotation Comments tab is not visible:

1. Navigate to Configure Tabs.
2. Locate Sales Quotation Comments in the Inactive Tabs column.
3. Drag it to the Active Tabs column.
4. Click Save to apply the changes.

Adding a New Comment

1. Open the Sales Quotation Comments tab.
2. Type your comment in the textbox at the bottom of the tab.
3. Click the Arrow button to add the comment to the Sales Quotation.

Editing or Deleting Comments

1. Left-click on an existing comment to open the Edit Comment dialog.
2. Choose one of the following actions:
   • Edit the comment and save changes.
   • Delete the comment if it is no longer needed.