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