Make Existing Filters for Billable Jobs with Open Price Quotes as Global Filters

Use the Billable Jobs with Open Price Quotes submodule to make existing filters for billable jobs with open price quotes as global filters.

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 make an existing filter for billable jobs with open price quotes as a global filter:

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 make as a global filter.
5. Click Organize filters and select Make global.
6. If you want to make the filter local again, click Organize filters and select Make local.
7. Click Close .