Select a coustomer to show quotes only for the selected customer
Select QuotesSelect the type of quote to view from the pulldown menu: Recorded or Draft quotes.
Select PeriodSelect a period of quotes to view from the pulldown menu. If you want to enter a custom period, you must select Custom Period from the menu first.
Start DateIf you want to view a custom time period, make sure Custom Period is selected in the Select Period pulldown menu above. Then, enter a beginning date for the quotes range you would like to view.
End DateEnter an ending date for the quotes range you would like to view.