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salliethorn-gmai
Level 1

Can estimate lists be changed showing dates in order ie newest to oldest? If so how

 
1 Comment 1
GlinetteC
Moderator

Can estimate lists be changed showing dates in order ie newest to oldest? If so how

Changing the date order of your estimates is quick and easy, salliethorn-gmai.

 

You can reorder the date of your estimates from newest to oldest by following these steps:

 

  1. From the Sales tab, select All Sales.
  2. Click on the Filter drop-down and choose Estimates for the Type of transaction.
  3. Select the Date.
  4. Click on Apply.

 

Or, you can click on the small arrow beside the Date column to sort from ascending to descending transaction dates.

 

I'm also adding some links to help you easily find transactions and customize your sales forms:

 

 

You can post again in the Community if you need help again in the future with doing a task to your account. We're always ready to lend a hand.

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