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, or you can overwrite an existing View.

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 Save View button.
  2. To save a new View, elect Save As A New View and enter a View Name. Select to save as My View or Shared View form the drop-down list.
  3. To overwrite an existing View, click Update An Existing View, and select the View to update from the drop-down list.