Save New Filters for Billable Jobs with Open Price Quotes

Use the Billable Jobs with Open Price Quotes submodule to save new 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 save a new 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, select the filters that you want to use for your billable jobs with open price quotes.
   Note: When selected or cleared, the filters are applied automatically.
5. If you selected several filters and want to remove all of them, click Clear filter .
6. Click Organize filters and select Save current as new filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. If you want your new filter to be a global filter, select the Share as global filter check box.
9. Click OK.
10. Click Close .