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Filtering Quotes
Filtering Quotes

How to filter in the quote section to produce custom views

Updated over a week ago

As the number of quotes on your system builds up, the 'Quotes' dashboard view, which is set to display quotes in the order of the date they were raised, can be more difficult to navigate.

Using filters to view quotes

Fortunately you can use filters to customise your view of the 'Quotes' dashboard.

Quick Filters

You can use the sub-menu at the top of the 'Quotes' dashboard view to quickly select those quotes by their status:

  • Draft quotes

  • Sent Quotes

  • Accepted Quotes

  • Rejected Quotes

  • All Quotes

In the example below, we have opted to view all 'Accepted' quotes:

Don't forget to select 'All' to refresh the screen once you have finished using the filter.

Using Custom Filters

From the main 'Quotes' dashboard, select the 'Filters' tab from the top menu pane:

From this selection, a drop down window with further options will appear:

The default view shows all jobs but you can use the radial tick boxes on the the filter pages to narrow the results shown in your dashboard.

From the sub-menu on the left hand side you can cycle between 'Status', 'Customer', and 'Date' to change the filter selection.

You can also use a combination of selections to produce a custom view. For example, you would like to display all of the draft quotes for one customer within a given date range. 

Leaving all of the other filters with ticks in 'All', navigate to the 'Status' menu and deselect 'All' and tick 'Draft' status:

Then, navigate to the 'Date' menu and select the date range required.

You can select from the preset date ranges of 'All Dates', 'Last 7 Days', 'Last 14 Days', 'Last 30 Days', 'Last month' or select a 'Custom dates' range. In this instance, we have selected a custom range.

Once you have defined all of the filters you wish to use on your custom view then you can either select 'Apply' to update the current display or, if you intend using the same filters again, you can save your selection as a preset.

Saving a selection of filters as a preset

By selecting 'Save as new preset', your choice of filters is saved so you can easily and quickly return to a frequently used selection of quotes. 

In this example we are saving a preset filter for all quotes relating to one single customer. We have simply chosen one single filter, 'Jimmy's Restaurant and Bars':

By selecting 'Save as new preset' we are given an opportunity to give our filter selection a name:

Once you have given the selection a unique name you can select 'Save and Apply' to complete the process and save the changes.

The selection is now saved in your files and the next time you wish to view this assortment of quotes you can simply select the named preset in the first drop down menu:

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