How to access quotes/orders from Recent Activities?

This article describes the the process of using recent activities in the home page of COMPAS Go.

1. On opening of Recent Activities screen, recently accessed last 20 quotes would be displayed as shown below



 

2. Click on Quote Number to navigate to Quote details view.



 

3. Click on Drawing button to get the drawing reports for the respective quote. If drawing reports are not available for the quote then, a notification regarding the same would be displayed on the right bottom corner of the screen as shown below.

4. Click on Proposal button to get the Proposal reports for the respective quote. If proposal reports are unable to generate, then the notification would be displayed on the right bottom corner of the screen as shown below.



 

5. Click on refresh icon to refresh the recently accessed quotes list.




Article ID: 9
Last updated: 17 Jan, 2022
Revision: 6
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