Save Quote & Order Views

Have you made changes to a Quote View or Orders View and want to keep those changes? Save the View for quick access later.

Views can be saved as a New View by entering a new Name for the View, or you can overwrite an existing View by selecting it from your list of Views when saving.

Saving a View as My View means it is only available in your list of Views. Saving a View as Shared View means anyone who logs in can access that View.

  1. From a Quote or Orders View, click the View button > Save a view
  2. Enter a Name for your View to create a new a new view
  3. To overwrite an existing View, click the More icon.overwrite existing view
  4. Click on the View button from a Quote or Orders View to select from the list of saved Views.

    saved views

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