|
Searching for saved estimates
You can use the Search menu to locate your saved estimates using values such as estimate ID, name, postal code, and other estimate parameters.
Tip: Most of the parameters in the Search menu are values you set up in the Completing the estimate basics stage of creating an estimate.
To search for your saved estimates,
1 |
From the Home tab, click Search:
Result: The Estimate Search By menu is displayed:
|
2 |
Complete as many as the fields as you need to search for estimates, using the following table as a guide.
Field |
Description |
Estimate Type |
The type of the estimate, determined by how the estimate is calculated:
Unit Cost
Assembly
Square Foot |
Estimate ID |
The system-generated ID for the estimate. |
Estimate Name |
The name for the estimate. You can narrow your search using the following radio button selections:
Exact - the name entered is the exact name of the estimate.
Begins With - the name entered is the beginning of the estimate name. |
Client Name |
The name of the client for the estimate. |
Folder Location |
The folder in where the estimate is located. You can search All for all folders, or search the default system folders: PersonalShared ArchivedRecycle |
| Last Update |
Finds estimates based on the last calendar day an estimate is updated. Click in the Last Update and to boxes to open a popup calendar to select the search date range. |
| Value |
Finds estimates based on the value of an estimate. Enter a numeric value, making sure you add two decimal places (but no dollar ($) sign:
Value - Enter the lowest estimate value
to - Enter the highest estimate value |
| Postal Code |
Enter a valid U.S. or Canadian postal code for the estimate. You can enter a five digit numeric postal code or a six digit alphanumeric postal code. |
|
3 |
Once you have entered the search parameters you want to use, choose from the following to continue.
If you want to... |
Then click... |
Result |
| run the search |
Search. |
The search runs and your results are displayed. |
| reset the search menu |
Reset. |
All fields in the menu clear. |
| cancel the search and return to the Home tab |
Cancel. |
The Home tab is displayed. |
|
|
