Want to change the layout of the Quote Table so you only see what you want and in the order you want?
To edit the table layout, you can click the edit button at the top of the table:
Or go to the Settings page of the app and click the Edit Quotes Columns link:
The Edit Quotes Columns page will list all of the available Columns with a checkbox to Show or Hide the column and a Sort Order for it:
Checking the Show/Hide box will show the column in the table, unchecked will hide that column.
The following are columns you can control:
|Quote Number||Customers quote number|
|First Name||Customers First Name|
|Last Name||Customers Last Name|
|Created On||When the quote was submitted|
|Quote Total||Total product amount for quote|
|Status||Current status of quote|
|Custom Fields||Any custom fields from Pro Plan will show seperately after rest of columns|
After making your changes, click the Save button at the bottom and return to the Orders tab to see your new Table Layout!