Quotation List View

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Search Bar

Currently, the search bar can be used to find Quotation #’s and Customers. Additional search bar functionality will be added in subsequent releases.

Filters

To narrow down results further, you can choose from a range of filter options by choosing from the filter selection at the top right. Options include Store, Salesperson, and Date.

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Dynamic Columns

To customize your list view, select the gear icon located at the top right of the list view and select or deselect the columns you want to be shown.

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