Request For Quote > RFQ List
Overview
This list is a collection of all RFQ records in your company. The list provides an easy way to manage, find and retrieve thousands of records. The records are pre-sorted for you with the youngest record at the top to the oldest at the bottom. You can resort the list by any column when you click the column label at the top. Click here to learn about “Sorting Lists”.
On larger lists we provided additional tools to help you “Search Lists” “Change List View” and “Filter Lists” by date range, status, resource, etc.
Step by Step
Opening your Lists
- Find the title "Jobs" on the grey main menu navigation bar at the top.
- Hover your cursor over the “Jobs” title and another sub-menu opens.
- Here in this sub-menu you will find all the lists available in your company.
- Click on the list title you want to open.
- Your chosen list is now open.
Quick Tips
Lists are a very powerful feature. We recommend you learn about “Searching Lists” and “Sorting Lists” to understand how useful they can be.