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- Login as an Administrator.
- Navigate to 'Accounts' or 'Customers' --> 'Role Management' (zRoles.aspx).
- Select the Role to be updated using the radio buttons.
- Click the 'Functions' tab.
- Scroll to the setting labelled 'Allow Order Quote Requests'.
- Tick the radio button for 'Yes'.
- Click 'OK' to save.
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- Login as an Administrator.
- Navigate to 'Content' --> 'Resource Manager' (ZResourceMaintenance.aspx).
- Search for 'Quote Conclusion Details'.
- Ensure the resulting record selected is Resource Code 'rcQuoteConclusionTitle'.
- Click 'Modify'.
- Enter plain text or HTML into the 'Resource value' field. This will be the content displayed after customers submit a quote request.
- Click 'OK' to save.
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- Login as an Administrator.
- Navigate to 'Settings' --> 'Assign Default Templates' (zAllocate.aspx).
- Scroll to 'Quote Confirmation Email Template' and set the value:
- Leave blank to use the default system template, or
- Assign a Custom Template by clicking into the text field or using the
icon.
- Click the 'Update' button at the bottom of the page to save changes.
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