On many list screens in SA, you can create a custom view that saves the filters you want. On the Estimates List screen, you might create a view called “Draft Estimates” or “Won Estimates.”
To create a custom view, follow these steps:
- On the Estimates List screen, select and apply the filters you want.
- In the Estimates Screen Views dropdown list, click “Create View.”
- In the Screen View overlay, type a name for the custom view, such as “Draft Estimates.”
- Click Save.
This view will now be available in the dropdown list for quick access for your login. Each SA user creates their own custom views, and they can’t be shared with other users.After filtering your Estimate List screen, click an estimate number to see the estimate.