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Answered

Quote Module Filtering

Kenneth Larmer 1 year ago in Home Portal / Classic Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 3

Would it be possible to extend the "Tasks" and "Jobs" filtring to the top level of the "Quotes" module, similar to the functionality of the "Projects" module.


Projects module filtering


These options in the Projects module are exceptionally helpful for filtering specific job types and using the multiple jobs feature to apply certian batch actions. 

Answer

Answer
Under review

The same Tasks and Jobs sub-tabs in the Projects module can be used to look up Quote-related Tasks and Jobs. 

Add filter "Quote phase" (set to yes) or "Project phase" (set to no) to achieve such list. 

You can also add Quote-related columns.




Answer
Under review

The same Tasks and Jobs sub-tabs in the Projects module can be used to look up Quote-related Tasks and Jobs. 

Add filter "Quote phase" (set to yes) or "Project phase" (set to no) to achieve such list. 

You can also add Quote-related columns.




Hi Maciej, 

I know that, but why not have the features available in the "Quotes" module, rather than making it confusing for the user. 


For example, as an Account Manager, who primarily works in the "Quotes" module, we now need to tell them that to filter your quote, use the filtering options in the "Quotes" module. 


There is no logical pathway for this from a UX point of view. 


Thanks, 

Kenneth