Estimate Custom Column Search List Screen
You can display what information is displayed and returned in the Estimate section of an Opportunity by defining Estimate Custom Columns.
| Notable Information |
|---|
| Navigate to the Custom Columns by going to Estimating and selecting Estimate Custom Columns. |
 Previously, Estimate Custom Columns could be found under the Estimating menu as Manage Estimate Customer Columns. |
| Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save. |
| 1. Search for existing custom columns. |
| 2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen |
| 3. Add a New custom column. |
| 4. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View). |
Estimate Custom Column Detail Screen
You can manage custom columns from the estimate screen. To view, more details click here.
| Notable Information |
|---|
| 1. The option to Delete an existing custom column is now located on the left side of the modal. |
| 2. Cancel unsaved changes, |
| 3. Save modifications using the Save button at the bottom of the modal. |