Sample View: Quotes converted to Jobs
In this article
Requires a subscription to Moraware JobTracker
Example View - Quotes with jobs
- 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 has job
- Select Yes option and click OK
- Click OK. The View will now be filtered to show only Quotes with Jobs associated.
- (optional) 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).
Tips / hints
To show only Quotes without Jobs, select No for the Quote has job filter.