How do I set up Custom Views in Estimates?

Updated on December 23, 2021 05:12AM by Admin

A custom view is a feature that allows you to search and filter a list of estimates, then select the columns you want and save a shortcut for later. This view feature is standard, but the views can filter and display any custom fields that are configured for your business.

If you want to view more estimated information, you need to select fields from the “Display” field. You can save your custom view of estimates information for your future reference in My Views.

Steps to create my views in Estimates App

  • Log in and access Estimates App from your universal navigation menu bar.
  • Click on the “Advanced Search” down arrow in the simple search field at the app header bar.
  • Click on the “Search” icon at the bottom. For instance: the customer name is “Bernardo Figeroa”.
  • You can view the search result as shown.
Advanced Search
  • Click on the” Overview” drop-down in the “Display” field. Now, select the fields you would like to view in a table format.
  • Click on the “Save as View” button.
Save as view
  • The Save as View popup will be displayed. Specify the following:
  • View Name - Name of the view.
  • Share with other users - Toggle “ON” to share with other users, if needed.
  • Click on the “Save” button.
  • Click on “My Views” from the left navigation panel on Estimates Dashboard.
My Views
  • You can view the created view, as shown.
Custom View

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