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Answered

services shown on quote request form

Wim 1 year ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 1 year ago 2

Hi,

I was wondering where I can set which services are shown in the quote request form.

We have some services that are only used for particular clients and would not like any new clients to be able to see or select these.

Answer

Answer
Answered

Hi 

THe Quote request form uses the list of services selected in the Client Portal configuration.

So all services selected in the Client portal configuration, are automatically available on the QRF.

If you don't use Client Portal don't worry, the Client Portal doesn't have to be enabled for the list of services to work.

GOOD, I'M SATISFIED

Thank you for the info. This fixed it right away.

Satisfaction mark by Wim 1 year ago
Answer
Answered

Hi 

THe Quote request form uses the list of services selected in the Client Portal configuration.

So all services selected in the Client portal configuration, are automatically available on the QRF.

If you don't use Client Portal don't worry, the Client Portal doesn't have to be enabled for the list of services to work.

Interestingly, QRF not only brings the Client Portal services list, but takes into consideration the Client. 

When identified properly by name, company name and email address, the requestor is offered only the services that are defined on their Client profile in XTRF. 

Compare two cases below: one for an anonymous client, the other for an identified one.