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Change the columns you see in the quotation list
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 10 months 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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