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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

Updated over a year ago

1. Click "Go To"

2. Click "Quotations"

3. Click "List"

4. Click "Screen Options"

5. Search for the field you want to add

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

7. Choose the "type of field" you want

8. Choose a name

9. Click "Create"

10. Click outside the popup

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

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