Make Existing Filters for Billable Jobs with Open Price Quotes as Global Filters

Use Billable Jobs with Open Price Quotes in the Follow-Up submodule in the Tasks module to make existing filters for billable jobs that have open Price Quotes (PQs) global filters.

To use Billable Jobs with Open Price Quotes, you must have access to Tasks as defined in User Access Rights under Settings.

To make an existing filter for billable jobs that have open PQs a global filter:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Billable Jobs with Open Price Quotes.
3. On the grid toolbar, click Show/Hide Filter .
4. In the Filter dialog box, use the Last Used Filter drop-down list to select the filter that you want to make a global filter.
5. Click Organize Filters and select Make Global.
6. To make the filter local again, click Organize Filters and select Make Local.
7. Click Close .