Need list of quotes
  • Lizzy
    Need list of quotes

    by Lizzy » Thu Jan 04, 2018 6:22 pm

    Is there some way I can create a list of all open quotes?
  • COBS Tech Support
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Fri Jan 05, 2018 9:55 am

    To create an open quote list:

    1. Open Quotes
    2. Click on "Open" tab (top right)
    3. Right click on any quote on the list
    4. Select Manage Queries
    5. Click Rename button
    6. Change the text to "Open Quotes" and press OK
    7. Under "Column" change this to "Status"
    8. Under "Value" change this to "open"
    9. Press Update button
    10. Press Apply
    11. Press Save

    All open quotes are now on the list. To export to Excel:

    1. Right click on any quote on the list
    2. Select Export
    3. Save as an Excel Workbook or try OfficeLink (which will save as a spreadsheet then try to open it in Excel right away)

    In the future all you need to do is click on right mouse, and select "Open Quotes"

    If you want to add or remove columns for your report, right click and adjust presentation by selecting Column Properties.

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