This feature allows you to create and save an entire quotation history associated with a project.
To view the quotation history, select ‘Show Saved Quotes’ from the ‘View Settings/ Options’ (eye) menu.
The quote history window is displayed at the base of the project overview window.
To generate and save a quote:
- Select a Project Quote View.
- Press the ‘Save’ button.
- Define a name for the quote.
- Alternatively add a note for the quote.
Your quotation will now appear in the quotation history list at the bottom of the ‘Edit Project’ window if ‘Show Saved Quotes’ from the ‘View Settings/ Options’ is activated.
The Project Custom Fields to the left are saved with the saved quote.
To rename a quotation highlight the desired quotation and click the ‘Rename’ button. Enter the new name for the quotation.
To delete a quotation, simply click the ‘Delete’ button.
You can display/ look at a saved quotation by clicking on the entry from the history list. The quotation details will appear in the main project overview but can't be edited. To actively change a saved quotation it has to be loaded to the actual view.
Editing a saved quote:
Click on the little drop down arrow in the name field of the saved quote and select Virtual Bookings > Load To Current. A warning message will appear:
"Confirm Modifying Current With Saved Quote This Change Cannot Be Undone!" Then hit Close.
Please note that the current selection will be removed/wiped out once you load a saved quote to the current view and press the "Close" button.
Saved quotes and Custom Fields:
Each saved quote can have different Custom Fields. When you save a quote, the Project Custom Fields with its information at that moment are saved with the saved quote.
If you want to make changes on the fields information and apply to a saved quote, click on the drop down arrow, see picture above, and select "Save From Current".
If you load a saved quote to current you may also want to load its Custom Fields to the current view. Select "Load To Current" from the drop down arrow under "Custom Fields".
If you want to retrieve a saved quote with its saved custom fields from the saved quote window the saved Custom Fields only appear once the Close button is hit.
Saved Quotes are just snap shots, used for keeping an audit trail of all quotations related to one project. They can’t be re-edited or re-used in other projects. If you want to save a quotation as a ‘Template’ to re-apply it to other projects, you need to save your ‘Virtual Bookings’ as ‘Virtual Booking Templates’.