When you receive an enquiry from an existing customer, you need to create a new event quickly. All relevant information is bundled there, from the initial enquiry to the quote, work instructions, invoice and receipt of payment. Create individual quotes from scratch as follows:

1. Go to the  Home tab on the function bar.
2. Click on the dropdown triangle next to  Events, then select  New and, if applicable, a company.^M.
3. The new event will open on the General tab.

Events can also be created from within an existing customer account. In this case, the account data are transferred to the event.

1. Open a customer account.
2. In the horizontal toolbar, click on  New >  Event and select a contact person from the account.
3. The new event will open on the General tab with the Organiser field prefiller with the data from the selected account.