Sample View: Active Quotes

This view is helpful if you'd like to only see Quotes that are Active, not Expired. This example is based on using the standard view. To save this View see Related Articles below.

  1. From your Quote View, click the Options button in the top menu bar.
  2. Click the Add icon to the right of Filters.

    add filter to quote options

  3. Make the following selections:
    Filter Type: Quote Field.
    Quote Field: Expiration Date.
    Date: click the ... and choose "On or After" and then "# of days from today".
    Leave the "0" days from today, then Save.

    filter type - quote field, expiration date