Proposal Phone Number, not matching

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Sam Hargis

• 7 december 2023 23:35

Hello,  I have noticed in my proposals that it is using my personal phone number.  HOWEVER, my business contact info is set up with my business phone number?

WHERE is it pulling that contact info from so I can fix it?  Its not coming from my business info, so best I can think of, maybe its in a role, or user contact record?  I'm going to look for that now.  Any help would be appreciated. THX, SAM

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  OpenSolar Support

  • 29 januari 2024 17:53

  Hi there,

  Thank you for reaching out. You can go to control > purchase experience > proposal template to edit this information. If you are referring to the headers in the proposal then you want to expand the cover page message section which will allow you to edit the headers with the company information. 

  I hope this helps!

  Best,

  Eliamny

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