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XTM Cloud 13.4

Customer Editor – Estimate options

If you have XTM Portal, then you can choose to display a number of additional services for each customer.

To access the Customer list > funnel_dollar_solid_brand_refreshed.svg Estimate options tab:
  1. Select the Customers tab.

  2. In the the Customers tab screen, select the context menu icon bars-solid.png next to the relevant customer's name.

  3. From the context menu, select funnel_dollar_solid_brand_refreshed.svg Estimate options.