Free-Text Search
online-help.platform.features.estimates.list.quotes_search_area.paragraph1
- online-help.platform.features.estimates.list.quotes_search_area.paragraph2.1
- online-help.platform.features.estimates.list.quotes_search_area.paragraph2.2
online-help.platform.features.estimates.list.quotes_search_area.paragraph4
online-help.platform.features.estimates.list.quotes_search_area.paragraph5
Predefined Saved Searches
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph1
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph2
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph3
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.1
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.2
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.3
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.4
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.5
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.6
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph4.7
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph5
online-help.platform.features.estimates.list.quotes_predefined_saved_search.paragraph6
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| online-help.platform.features.estimates.list.Description1.paragraph | online-help.platform.features.estimates.list.Description2.paragraph |
| "Manager" | The individual responsible for managing the quote. |
| online-help.platform.features.estimates.list.externalid1.paragraph | online-help.platform.features.estimates.list.externalid2.paragraph |
| "Customer" | The customer associated with the quote. |
| "Status" | The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed"). |
| "Status Change Date" | The date when a quote status has been updated (e.g., from Waiting for Approval to Approved). |
| online-help.platform.features.estimates.list.percentage_between1.paragraph | online-help.platform.features.estimates.list.percentage_between2.paragraph |
| "Payment Status" | The status of the deposit payment. |
| "Quote Date" | The date that the quote was created. |
| "Expiration Date" | The date that the quote is due to expire if not approved or rejected. |
| "Submitted Date" | The date that the quote was submitted to the customer for approval. |
| "Rejected Date" | The date that the quote was rejected by the customer. |
| "Approved Date" | The date that the quote was approved by the customer. |
| "Integration Status" | The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated. |
| "Page Size" | The number of results per page. |
| "Sort By" | Sorts your search in ascending or descending order by: quote ID, quote date, invoice date, expiration date, name, and status. |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to All Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph1
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph2
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph3
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph4
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph5
online-help.platform.features.estimates.list.quotes_manage_saved_searches.paragraph6