How can i pull up old quotes given to clients when in customer transaction list. I can see at the bottom where i can scroll in their history, but feature not working

Greetings, @realpurdy1.

I'm here to make sure that you're able to view your old customer quotes. Let's first perform some troubleshooting steps to isolate this unexpected behavior for possible browser related and get you back to business.

You can try accessing your account using a private/incognito browser and view your old quotes or estimates Here are the keyboard shortcuts that you can use:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

To view your customer's past transactions, you can customize and generate the Transactions List by Customer. Here' how:

1. Go to the Reports menu.
2. Scroll down to the Sales and Customers section.
3. Double-click on the Transaction List by Customers report.
4. Click the Customize button.
5. Set the date range of the report.
6. Expand the Filter section.
7. Choose Estimate or Quotes from the Transaction Type drop-down.
8. Mark the Customer tick box.
9. Pick the Customer's Name.
10. Click the Run Report button.

If it works successfully, you can go back to your default browser to clear its cache. This way, you can temporarily delete some internet files and improve your browser's performance. However, if you're still unable to view your old quotes, you can use another browser for this.

Leave a comment below if you have other questions about managing your customer's transactions list. I'm always here to help help you achieve your goals.

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