Sample View: Quotes modified during a time period
In this article
Example View - Quotes edited in a specific date range
- Select Quote::View Quotes menu
* Assumes your default view is the Standard View (instructions differ if using a custom default view).
- Click Options... button
- Click Add Filter... button
- Select Filter Type (CG) Quote Field
- Select Quote Date (date the Quote was last edited/modified)
- Set date = any, after = start date, before = end date (example is for Q3 2014)
- Click OK
- 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).