How to View Quotes Board The quotes board is accessed under the ‘Quotes’ header under ‘View Quotes’: The ‘Quotes’ board displays all internal and customer generated quotes. Board Filters Customers A customer record can be selected to display only ...
If your system is licensed for IQanalytics Report Writer, you may design your own reports. This is a supplementary article specifically related to creating a report listing all quotes showing the user that created the quote. For more detail ...