Sample View: Quotes sorted by Email Viewed Date

Background

Sometimes, you want to see which quotes have actually been viewed by the customers that have gotten your emails. In that case, you can sort by the Email Viewed Date column on a view of quotes.

Step by step

If you're not already showing the Email Viewed Date, you can add it to the view

  1. Click Options...
  2. Click Select Fields...
  3. On the left, under Quote, click Email Viewed Date
  4. Click OK, then OK again.

Now, sort the Email Viewed date, by clicking on the column header. To sort in the opposite direction, click it again.

Once the view looks like what you want, save it by clicking the Save View... button

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