Viewing Quote - Activities, and Notes

1. Point to row of the required quote in the table, and click the Quote Activity, or Quote Notes icon at end of the row.

   

2. Filter the table data in one of the following ways:

   • Click the Quick Filter icon and select any single group. Type a search string in the field and click outside the field to add filter.

     You can include all filter groups if required.

   • Point to description of the required filter group, and click the Add Filter icon.
3. Repeat the step 2 to include the remaining Quick Filter groups.

4. Click the Search icon and type the specific string to reduce the number of notifications being displayed.

   You can use the Search icon either individually or in combination with the Quick Filter groups.

5. Click the Refresh icon to filter the data per selected filters.
6. Click Close (X) of the respective filter group to remove.
7. Click Close (X) on right side of the active filters row to remove all the active filter groups.

The table displays the results for all filter groups if none of the filter groups is selected from the Quick Filter.

 

• Adding Quote Notes
• Sorting the Table Data