Managing saved views
To streamline your workflow, you can save your most frequently used search and filter combinations as custom views. These saved views make it easy to quickly access specific sets of quotes without having to reapply filters each time. You can create, update, rename, or delete views as needed, helping you stay organized and work more efficiently.
Create View
1. Press the ... button after you have selected your filter criteria and entered your search term
2. Select Save As
3. Enter the name for the new view
4. Press Save View
Once the view has been saved, a tab will be created with the view's name at the top of the Quotes page.
Edit View
1. Navigate to the Quotes page
2. Select the view that you wish to edit
3. Update your search term and adjust the filters as necessary
4. Press the ... button
5. Select Save
Rename View
1. Navigate to the Quotes page
2. Select the view that you wish to rename
3. Press the ... button
4. Select Rename View
5. Enter a new name for the view
6. Press Save Name
Copy View
1. Navigate to the Quotes page
2. Select the view that you wish to copy
3. Press the ... button
4. Select Save As
5. Enter a name for the duplicated view
6. Press Save View
Delete View
1. Navigate to the Quotes page
2. Select the view that you wish to delete
3. Press the ... button
4. Select Delete View
5. Press Delete to confirm you want to delete the view