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March 22, 2019
Question

How to search for all open estimates on the entire system

  • March 22, 2019
  • 1 reply
  • 9 views
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1 reply

Level 8
March 22, 2019

Hello kc13,

 

When viewing your all sales list (Sales > All Sales), you can select the filter option at the top - here you can select estimate as the transaction type and open as the status. Once you have applied this filter, a list of all your open estimates will be generated.

 

Thanks,

 

Talia