Using the Quotes List View

The Quotes List view displays all the quotes that you have access to. You can use groups and lookups to narrow the list of records that display.

To open the Quotes List view, on the Navigation Bar, click Quotes.

You can perform these actions:

• Click (Refresh), to refresh list information.
• Use the Lookup to locate a quote and click on the quote number, to open the Quote Detail view.
  Note: The Quote number includes a prefix value which indicates where the quote was created. CRM if the quote was created in Infor CRM SLX or EXT if the quote was created in an integrated back office application. This prefix does not display in the integrated back office application.
• Use the Summary View
• Work with records in a grid
• Filter my list
• View a group

The Task Pane contains the Common Tasks section. In this section, you can:

• Using Mail Merge in the web client
• Add or remove a quote from a Group
• Save Records as a Group
• Export the quotes
• Promote to Dashboard
• Update the quotes
• Delete the records