Trip Quote (Smartpoint 9.1 and Earlier)

Changing Trip Quote Settings

In Trip Quote, you can change the settings for:

Note: The Template setting is not available for Trip Quote in Smartpoint 9.1 and earlier. Templates are available in enhanced Trip Quote in Smartpoint 10.0 and later.

Changing the Time Format

To change the time format:

  1. Display the Trip Quote basket.
  2. Classic Windows. Click the Trip Quote icon in the Terminal Window or in the plug-in window.
  3. Flex Windows. Click the Trip Quote icon in the Flex Windows menu.
  1. Click the Settings icon.
  2. Select Time Format, then select 12 Hour Clock or 24 Hour Clock.

Changing the Currency Format

To change the currency format:

  1. Display the Trip Quote basket.
  2. Classic Windows. Click the Trip Quote icon in the Terminal Window or in the plug-in window.
  3. Flex Windows. Click the Trip Quote icon in the Flex Windows menu.
  1. Click the Settings icon.
  2. Select Currency Format, then select the desired format.

Configuring Email Settings

To change configuration when you send emails with Trip Quote:

  1. Display the Trip Quote basket.
  2. Classic Windows. Click the Trip Quote icon in the Terminal Window or in the plug-in window.
  3. Flex Windows. Click the Trip Quote icon in the Flex Windows menu.
  1. Click the Settings icon.

  1. Select Email Configuration to display the Email Configuration screen.

  1. Select your email option:
  2. Select SMTP if you need to set up your agency's email information.
  1. If Outlook is available, you can select Microsoft Outlook to automatically use your system's current Outlook settings. Emails will display in your existing Outlook Sent box.
  2. Optional. In CC email addresses, you can include additional addresses to automatically receive the email. Multiple addresses are separated by semi-colons. For example:

anotheragent.name@agency.com; boss.traveler@company.com; accountspayable@company.com

  1. Optional. In Additional CC email addresses, you can include more addresses separated by semi-colons.

Tip! You can also copy Trip Quote data to the Windows clipboard and paste the information directly into an email using your agency's regular email software.