Estimating - Estimate Custom Columns
  • 15 Jul 2022
  • PDF

Estimating - Estimate Custom Columns

  • PDF

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.

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Notable Information
Navigate to the Custom Columns by going to Estimating and selecting Estimate Custom Columns.
image.pngPreviously, 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.

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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.