After you click the Quotes link from the control panel of the web interface, you will be asked to select a time period of quotes to view. Select Customer Select a coustomer to show quotes only for the selected customer Select Quotes Select the type of quote to view from the pulldown menu: Recorded or Draft quotes. Select Period Select 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 Date If 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 Date Enter an ending date for the quotes range you would like to view. |