Getting access to current quotes can be done is several ways. The Green ribbon drop down, Recent Quotes and
Option 1:
- From any view, users can find the grey ribbon with a small drop down icon.
- When this icon is clicked a window opens with the last 20 recently touched quotes.
3. Just click on the quote you want to open.
Option 2:
- Recent Quotes listed on the Dashboard. This list shows the last 20 quotes touched.
Option 3:
- Use Search Quote or Job List to find your quote and orders.