Solved

From the main dashboard how can I quickly pull up a list of Estimates that I have written? Remembering which customers have an estimate is not easy.

I feel there should be a quick link somewhere to just see a list of Estimates, very much like how I can click to see a list of Invoices.

cfo7Answer

Awesome! Thank you very much. I knew there must be an ability somewhere.

Hi cfo7

From the main screen, go to Invoicing -> All Sales -> use the Filter and select Estimates.

Boom, done.

cfo7AuthorAnswer

Awesome! Thank you very much. I knew there must be an ability somewhere.

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