Proposals > [Proposal number] > Detail You can access the details window by clicking on the number of an existing proposal, and then clicking on the "Detail" link. The Proposals > Detail link window is (a) where you create proposal items, which are the detailed components you use to create proposals for your current and prospective clients, (b) access the list of proposal items for a selected proposal (in order to modify or delete such items), and (c) where you can rearrange the order that such items will appear in an existing proposal by using the ordering arrows (in the first left-hand column) adjacent to the listed items. Proposal items Modify | Delete A proposal item is just like a building block: you can use one or more of five different kinds of items to build proposals ranging from very simple to very complex. To create a proposal item: (Note: If you have just created a proposal and are viewing the Proposals > Detail tab window already, skip steps 1 and 2.) 1. Click on the Proposals tab. 2. Click on the *number* of the proposal to which you want to add one or more items. 3. Click on the "Create..." drop-down menu. 4. Select the item type from the drop-down menu: Text-only, Hourly, Flat price, Other rate, or Expense. 5. Fill out the appropriate fields in the item form you selected. 6. Click on "Save." Note: The "Name" field is mandatory, but will appear *only* in the Proposal Item listing, and not in the proposal itself. To enter a name that will appear in your proposal, use the "Description" field. To modify a proposal item: 1. Click on the Proposals tab. 2. Click on the number of the proposal having the item you wish to modify. 3. Click on the title of the item you wish to modify. 4. Make changes to the item in the "Edit [type of item]" form. 5. Click on the "Save" button. To delete a proposal item: 1. Click on the Proposals tab. 2. Click on the number of the proposal having the item you wish to delete. 3. Click on the name of the item you wish to delete. 4. Click on the "Delete" button.