Quotes - View Quotes Board (WIP)
View Quotes Board
The Quotes Board is accessed through ‘Quoting’ header under ‘View Quotes’:
The ‘Quotes’ board displays all quotes in the system according to options and filters selected:
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 by clicking on the quote numbers in the Customer Details box:
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’ and there is also :
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 text in all columns:
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. Selecting the ‘Wide Board View’ will spread the columns out to utilize the full width of the screen:
The ‘Manage Default View’ option lets you change the default view of the board for all users or ‘Restore to factory defaults':
Quote "Magnifying Glass" Options
Each quote has an ‘Eyeglass’ icon net to it. Clicking it displays various options. These can change depending on the status of a quote - In Process/Printed/Awaiting Acceptance:
Accepted
Rejected
Awaiting Approval
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