Viewing Quotes Created in the Last 7 Days

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Example View - Quotes you've made in the last 7 days



  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 on Add Filter...
    • Select Filter Type (CG) Quote Field
    • Select either:
      • Created Date for date Quote was created
      • Quote Date for date Quote was last modified
    • Set date = any, after =  7  day(s) ago
    • 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).