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3.12. How do I sort the entries in my Open list?

Q:  How do I sort the entries in my Open list?

 

A:  The easiest way to sort the entries in your Open list is to click on the "header" you want the list sorted by (e.g. Date, Number, Customer).  EstiMate will immediately sort all of your entries by that column.  EstiMate will retain the last sort order each time you open the "Open" list however it will not retain more then one sort order, or order of one particular column (for example you can't have it sort by both Customer and Number at the same time - at least not for the entire list).

 

EstiMate also has some advanced sort options you can use to find the jobs and estimates you're looking for. 

EstiMate has 7 headers you can sort the "Open" list by:  Customer | Num | Date | Salesperson | Due Date | Archived | Status.  You cannot delete any of the headers or add your own.

 

To show only a single Customer or a group of Customers (Date or bunch of Dates, Salesperson or group of Salespeople, etc):

• Hover over the header, and you'll see a drop-down arrow appear (on all headers except for Num and Archived).

• Click the drop-down arrow, and you will see a list of whatever header you've clicked on (Customers, Dates, Due Dates, etc).

• Select the item/s you want to see, and these are the only items that will appear in your "Open" list.

• You can do this for one or more of the headers to help narrow your search.

• At the bottom of the open list you will see a string of the items you are currently viewing in an SQL (Structured Query Language) statement.

• To close out of the current view, and see the entire list of items again click the "red X" at the bottom left of the screen, or uncheck the check-box right next to the "X".
  

 

There are also some "really" advanced sort options for those who know a bit of SQL.

• To see the advanced option and create or run your own filters click the "Customize" button at the bottom right of the "Open" list next to your current query string.