Edit and Save Existing Filters for Billable Jobs with Open Price Quotes

Use the Billable Jobs with Open Price Quotes submodule to edit and save existing filters for 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 edit and save an existing filter for 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 edit and select or unselect filters as applicable.
  5. Click Organize filters and select Save current filter.
  6. Click Close .