EstiMate 2011 Feature Of The Day: Find Transactions (Video)

| August 25, 2010

The new Find Transactions screen in EstiMate 2011 makes it quick and easy to find any existing transactions without having to hunt and peck through your “Open List.”

Watch this 2 1/2 minute video to learn more!


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Read the full announcement here about our massive pre-release sale for EstiMate 2011! You can save 30-50% on your first year with EstiMate from now until October 1, 2010.

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2 Comments

  • Nancy Peterson says:
    August 25, 2010 at 5:10 pm

    What a great function! It looks very easy to use.

    I have one question. When searching by a date range, do the quotes and/or jobs I see include archived quotes and jobs?

    Thanks!

    • Mark Smith says:
      August 25, 2010 at 5:24 pm

      Hi Nancy,

      Yes, in the example above, archived transactions are included. Interesting you should ask this right now, though, because (literally this moment) I am adding a check box to that screen to include or exclude archived transactions.

      Thanks for posting!