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Change the columns you see in the quotation list

Learn how to change the column you see in your quotation list across your business

Open the quotation list

1. Click "Go To"

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, above the Recently Created Quotations list

2. Click "Quotations"

Go To menu open on the Dashboard with the Quotations option highlighted between Enquiries and Jobs

3. Click "List"

Quotes pipeline view with status columns, highlighting the List toggle next to Pipeline in the top toolbar

Choose the columns to show

4. Click "Screen Options"

Quotation list view with the Screen Options button highlighted below the Total Net Price, beside List and Pipeline toggles

5. Search for the field you want to add

Choose which columns to display panel filtered by "assigned," with the Assigned User toggle highlighted

Create a new field

6. If you cannot find a field you need click "Create a new field"

Column field panel filtered by "assigned" with Assigned User toggled on, highlighting the "Create a new field" link below

7. Choose the "type of field" you want

Create a new field dialog with the Type dropdown open, showing options like Dropdown, Date and CheckBox, Number highlighted

8. Choose a name

Create a new field dialog with Type set to Number and the Name field highlighted, containing "How many?", above Create

9. Click "Create"

Create a new field dialog with Type set to Number and Name "How many...?", highlighting the green Create button

10. Click outside the popup

Choose columns panel open with "assigned" search results, cursor clicking the greyed quotation list outside the panel

11. You have now added columns (& a custom field)

Quotation list with the newly added How many...? and Assigned User columns highlighted in the table header

Learn more: quotes in Zigaflow

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