Sample View: Quotes modified during a time period

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Example View - Quotes edited in a specific date range



  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).