Add Customer Name in Estimates

Before you begin

  • Ensure you are logged into the Elda(Chrome) Estimate Application.  

Steps to Follow

  1. Ensure you are in the Estimate System Window.  
  2. Right click on the corner of the Customer attached to estimate tab, as shown below and click on the add / attach new customer. 
  3. New pop-up window open and then select customer or add new customer in there.  
  4. Select the customer and press the "Use Selected "button. 
  5. Customer is appearing on the Customer attached to estimate tab. 


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