Delete Saved Filters from Billable Jobs with Open Price Quotes

Use the Billable Jobs with Open Price Quotes submodule to delete saved filters from billable jobs with open price quotes.

To use the Billable Jobs with Open Price Quotes submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To delete a saved filter from billable jobs with open price quotes:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Billable Jobs with Open Price Quotes.
  3. On the grid toolbar, click Show/hide filter .
  4. In the Filter dialog box, use the Last used filter drop-down list to select the filter that you want to delete.
  5. Click Organize filters and select Delete current filter.
    Note: There is no confirmation dialog box for this action. WorkBook deletes the saved filter at once.
  6. Click Close .