How to enter or edit the "From" field in Proposal options?

This article describes the steps to edit the From field in Proposal report generation

1. Open your quote, then click on the Action icon 
    
2. Select Reports. Click  Proposal.  Click on Proposal Options. 
   

       3. Proposal Option selections will create defaults.  Open each option and set your default. 

        4. From the Proposal Options window select Address .  In Address, users can select the Sold to Account or other Customer types. This will generate the "To" Address.

        5. The "From" Address is forwarded from COMPAS Desktop.  If a user does not to have a "From" Address users can create  one by clicking on the pen as shown above. 
            The "From" Address window will open.  This example below shows completed entries. 

       6. Click on the "X" to save and close the "From" Address information 

       7. The "From" information will now be populated on the Proposal.