Quotes - View Quotes Board

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 quotes for the selected customer record:

Place your cursor over the ‘i’ icon next to the customer’s name to see a snapshot of the customer's details including their ‘last 5 quotes’.

These quotes can be accessed directly via a link on the quote number:

Search Option Bar

The option bar contains the following:

VIEW – This is set to display the ‘Last 50 quotes’ by default:

A dropdown list also contains access to other quick filter options such as ‘Previous Day, Week, Month’ etc:

ACCOUNT MANAGER – Allows filtering to specific customer assigned ‘Account Managers’:

MY QUOTES ONLY – Filter to quotes created by ‘you’ (the user account used to log in):

 

LOCKED QUOTES ONLY – Filter to display only quotes that have been set to ‘Locked’ so no alterations can be made:

 

FIND QUOTE – Enter a quote number to search on:

FILTER FUNNEL – Click the filter icon to open the ability to filter quotes based on their ‘status’:

TEXT SEARCH – Enter text to search on. This can be used to search test in the columns shown: 

This is useful for searching on details such as a job title:

Note: Clear out the search by clicking the ‘x’ on the search bar:

CUSTOM COLUMNS – The board can be configured at a ‘user’ level to display the details you require. From the ‘Change column visibility’ button:

From the dropdown, you can configure what columns to add or hide from the board:

Wide Board View – There is an option to switch the view from the standard width view to a full-width view.
Ticking  the ‘Wide Board View’ that will spread the columns out to utilise the full width of the screen

Note: The ‘Manage Default View’ option lets you ally the board setting for all users or ‘Restore to factory defaults' :

Quote "Magnifying Glass" Options

Each quote has an ‘Eyeglass’ icon net to it. Clicking this displays various options. These can change depending on the status of a quote.

In Process/Printed/Awaiting Acceptance:

Accepted

Rejected

Awaiting Approval

Date Selector

Quote Access

Clicking the quote number will open the ‘Quote Detail’ page where the quote can be edited, accepted, etc:

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