My Quotes Search Page Fields and Buttons

Use the fields and buttons on the My Quotes Search page to manage your quotes.

Above the Search Filter Fields

The search filters that the following tables describe are the default search fields. You can select the fields that you want to use as search filters using the Search Filter Profiles pop-up. The grid columns that the following tables describe are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.

Field	Description
	Click to access the Search Filter Profiles pop-up, where you can select to display/not display columns in the grid and then save your selections as a Search Filter profile.
	Click to add a link to this page on your home page.

Search Filter Fields

Field	Description
Quote Number	Enter a quote number to use in search criteria.
Client Name	Enter a client name to use in search criteria.
Project Name	Enter a project name to use in search criteria.
Name	Enter all or part of the name of the quote that you want to search for.
Owner	This field displays your name. You cannot edit this field.
System Status	Use the default value—Showing All— to see quotes regardless of system status; choose a status from the drop-down to limit the search results to quotes that have that status.
User Status	Use the default value—Showing All— to see quotes regardless of the user-defined status; choose a status from the drop-down to limit the search results to quotes that have that status.
Sales Stage	Use the default value—Showing All— to see quotes regardless of sales stage; choose a status from the drop-down to limit the search results to quotes that have that stage.
Sales Funnel	Click to display or hide the Sales Funnel pane at the left side of the grid. The sales funnel breaks down the current search results into a graphical view. When the Sales Funnel pane is not displayed, the sales funnel icon is grayed out.

Above the Data Grid — Search Results

Field	Description
	Click to clear the search criteria.
	Click to perform the search using the specified criteria.

Data Grid — Search Results Fields

Field	Description
	Click to access the Column Selector Profiles dialog, where you can select to display/not display columns and then save your selections as a Column Selector profile.
Quote #	This column displays the numbers of the quotes that you own.
Date Created	This column displays the date when the quote was created.
Client	This column displays the name of the client for whom the quote was created.
Relationship	This column displays the client relationship, such as client, prospect, or ex-client.
Project	This column displays the name of the project to which the quote is related.
Quote Name	This column displays the name of the quote.
Type	This column displays the type of work that the quote represents, such as "Web design" or "Digital."
Quote Owner	This column displays your name.
Client Contact	This column displays the name of the client contact.
Order Anticipated	This column displays the date on which you anticipate receiving the order that the quote represents. This is the Order Anticipated date as set on the New Quote page.
Deadline	This column displays the job deadline date as set on the quote, which is the projected date of finishing the job that is being quoted.
Client Ref	This column displays any information that was provided in the Client Ref field on the New Quote page.
System Status	This column displays the quote status, such as PROGRESS, DECLINED, or COMPLETE.
Quote Owner's Department	This column displays your department.
Quote Owner's Location	This column displays your location.
User Status	This column displays the user-defined status of the quote.
Sales Stage	This column displays the sales stage of the quote, such as "Quote issued."
Quote Value	This column displays the value of the quote.
Probability Of Proceeding (%)	This column displays the probability of proceeding as selected for the quote as a percentage.
Factored Value	This column displays the factored value, which is the result of multiplying the value of the quote by its probability of proceeding.
Free Tags	This column displays tags that are assigned to the quote.
UID	This column displays the system-generated ID number of the quote record.

Below Search Results

Field	Description
Page navigation buttons	Click Previous or < to move backward one page; click Next or > to move forward one page.
	Click to export the data that the current view is displaying to a CSV file.
	Click to output the data that the current view is displaying to a report that your TrafficLIVE administrator has defined.