Sample Views
      Back to home
      1. Moraware CounterGo Knowledge Base
      2. Sample Views

      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.

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

      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.