Sample View: Quotes converted to Jobs

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Requires a subscription to Moraware JobTracker

Example View - Quotes with jobs

  1. Select Quote::View Quotes menu 
    * Assumes your default view is the Standard View (instructions differ if using a custom default view).
  2. Click Options... button
  3. Click Add Filter... button
    1. Select Filter Type (CG) Quote Field
    2. Select Quote has job
    3. Select Yes option and click OK
  4. Click OK. The View will now be filtered to show only Quotes with Jobs associated.
  5. (optional) 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).

Tips / hints

To show only Quotes without Jobs, select No for the Quote has job filter.

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