Sample View: Active Quotes

Example View - Active Quotes only

  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 the Filter Type (CG) Quote Field
    2. Select Expiration Date
    3. In date = any, after =  0  day(s) from today
    4. Click OK

  4. 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).