The Quote Board is an alternate way to display quotes. Instead of columns, the quote board lists the data in rows within a cell. Quote Board Properties – View the Sheet Properties of the Quote Board. Opening a Quote Board Window Select Quotes/Quote Board on the Main Menu Bar In the Quote Board window, select
Quotes
Quote Sheet Columns
Field definitions are displayed at the bottom of the dialog box when a field name is selected. To Add or Replace a Column To replace a column, right-click on the column heading and select SET COLUMN CONTENT. When inserting a column the click on the column to the immediate right. The column will be inserted
Cell Properties
To add comments to a quote sheet, simply select the column or cells and choose the formatting style Right-click in a cell or highlight a column Under the Cell Format tab, select Static Text. Select Wrap Text, if you would like the text to wrap automatically. Click OK to apply changes and exit. Type the
Headers/Footers Properties
Some windows allow you to define headers and footers for printed pages. Right-click inside the sheet and select Sheet Properties Under the Headers/Footers tab, enter the text you would like included on each page printed. Use the code “$D” to automatically place the date and time of printing on the page. Select the alignment of
Fonts Properties
The Quote Sheet Font Properties set the Font for the quote sheet and/or Headers Select the Fonts tab Select the item to change Under Font. select the Font type Select the Font Size Check mark Font attributes – Bold, Italic, or Underline When finished click on OK
Colors Properties
To Change Colors Used for Quote Sheet Features Right-click in the Quote Sheet and select Sheet Properties Click on the Colors tab Select the feature you would like to change Select the corresponding color Tip: You can change the Grid Headers to a different color by changing it in Sheet Properties under Colors.
Updates Properties
Quote Sheet windows contain data that is continually updated. ProphetX lets you customize visual cues that draw attention to updates. These can include blinks, highlights, or a combination of the two for the time period you specify. Tip: Changing the properties on individual pages will override selections in the Preferences. To View the Updates Page
Grid Properties for Quote Sheets
The Grid Properties selection defines whether or not you want to display gird lines, headers and/or footers, and scroll bars on your Quote Sheet. Default is to not show all with the exception of Show row headers. Uncheck items you don’t want to display on the Quote Sheet.
Cell, Column, Row and Sheet Property Precedence
The Quote Sheet properties precedence is the following: Cell, Column, Row, and Sheet. For example, if the Cell Properties are changed first, and then the Sheet Properties are changed, the Cell Properties will have precedence and will not change. In another example, if the Column Properties are changed, then the Row Properties, the column properties
Quote Sheet Number Formats
You can change number formatting for columns, cells, or blocks of cells. Select the columns or cells to be changed, right-click, and then select the appropriate PROPERTIES command. Under the Cell Format tab, select the desired format. All are standard numerical formats except Static Text, which lets you add comments to the sheet and Wrap