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cynthia-fasoul
Level 1

How can you make changes on the layout of an estimate? Make the column Activity wider?

 
1 Comment 1
JessT
Moderator

How can you make changes on the layout of an estimate? Make the column Activity wider?

Hi Cynthia!

 

You can create an Estimate template and adjust column widths to widen the Activity column. Then, you can make it as a default template to be used in your upcoming estimates. I will show you how.

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Click New Style drop list, and choose Estimate.
  4. Change the default name of the template and click the Content bar.
  5. Click the middle section or the table section of the previewed estimate on the right.
  6. Click on EDIT LABELS AND WIDTHS. Click the screenshot below.
  7. Move the Activity slider to adjust its width.
  8. Click Done to save the changes.
  9. On the forms list page, make the estimate as default.

You can try creating an estimate after creating a template.

 

There you go. If you need more help customizing other forms, just let me know.

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