Sample View: Quotes modified during a time period

Example View - Quotes edited in a specific date range

Video

Step-by-step

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 Date (date the Quote was last edited/modified)
   3. Set date = any, after = start date, before = end date (example is for Q3 2014)
   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).