Sample View: Active Quotes
Example View - Active Quotes only
- Select Quote::View Quotes menu
* Assumes your default view is the Standard View - instructions differ if using a custom default view.
- Click Options... button
- Click Add Filter... button
- Select the Filter Type (CG) Quote Field
- Select Expiration Date
- In date = any, after = 0 day(s) from today
- Click OK
- To save the newly created View, click Save View... button, enter a name and specify if the View should be available to everyone (Shared) or just you (My View).