Customizing Your Quote List (Filling Out the Customize Quote List Page)

1

On the left nav, click the Customize Quote List link to open the Customize Your Quote List page.

1

In the Details section of the Current Search form, click the list box.

2

Select 25, 50, 75 or 100 rows per page.

1

In the Fields section of the Current Search form, in the Available Fields list, select the fields to be included in the Quote list.

2

Click the right arrow to add the fields to the Selected Fields list.

3

In the Selected Fields list, set the order of the fields (to be displayed from left to right) in the Quote list.

• The Up and Down buttons will move a selected field up or down one position, respectively.

• The Top and Bottom buttons will move a selected field to the top or bottom of the list, respectively.

4

To preview the structure of the Quote List, click the Preview Results button located at the bottom right of the form. 

1

In the Sorting section of the Current Search form, select the sort priority/priorities via the drop-down lists. First, second, and third sort priorities are available, the first and second default priorities being Opportunity ID and RFQ ID, respectively.

2

The Opportunity ID and RFQ ID priorities are set to Descending and Ascending, respectively. Use the radio buttons to modify the sort direction. 

1

In the Filters section of the Current Search form, select the field/attribute and qualifier, and enter the criteria.

For long multiple search term strings, in the Criteria field, add a space after each semicolon (but do not put a semicolon at the end of the search string). This will enable the field (which is scrollable) to wrap.

2

The default number of filter rows is ten. Add additional filters by clicking the Add button (each click adds a new filter row).

Note: You can also set filters in the Quote List page.

1

Go to the Add Search Results section, which lists the names of the searches (other than the search displayed).

2

To join a search to the search being displayed, check the box pertaining to the name of the search.

For example, checking the MM_907K_plus search (which in this example searches for quotes having an MMID that is greater than 906999) the results will display quotes that either have a Customer Country of Spain OR an MMID greater than 906999.

3

To save the joined search, at the top of the form, enter a name for the search in the field to the left of the Save As button, then click the Save As button.

4

To preview the structure of the Quote List, click the Preview Results button located at the bottom right of the form.

1

Go to the Search Active and Archived Data section.

2

Check the Include Archives box.

3

To save the change to the search, at the top of the form, click the Save button. To save the search under a new name, enter a name for the search in the field to the left of the Save As button, then click the button.

4

To preview the structure of the Quote List, click the Preview Results button located at the bottom right of the form.

1

In the field beneath the Name drop down list, enter the name for the new view.

2

Click the Save As button. This view will become the current view. For any subsequent saves, click the Save button.

3

To designate this view as the default view appearing on the Quote List, click the Default Saved Quote List box

4

To preview the structure of the Quote List, click the Preview Results button located at the bottom right of the form.

1

In the Name drop down list, select the desired quote list.

2

In the field beneath the Name drop down list, enter the name for the new view.

3

Click the Save As button. This view will become the current view. For any subsequent saves, click the Save button.

4

To designate this view as the default view appearing on the Quote List, click the Save as Default button.

1

In the Name section of the Current Search form, click the Export button.

Depending on the operating system on your computer, a type of popup window will open.

In the example above, the popup window contains a Save button.

2

Save the .xml file.

1

In the Name section of the Current Search form, click the Browse button to locate the .xml file to be imported.

2

Click the Import button. The imported view will become the current view.

1

In the Name section of the Current Search form, click the E-Mail Search button. This will open your default email program and with a subject of A Saved WebQuote Custom Quote List, and a link to the current quote list search.

2

Send the email to the desired recipient(s), who will be able to log in and use the search criteria in place when the search was last saved.