Quote List

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

Report	Explanation
Email from quote list	This allows sending emails to a group based on products quoted, for example. See Bulk Email from a List for more information.
Quotes List	This will produce a list of all quotes within the list.
Quotes List – Detailed	This will produce a list of all quotes within the list including extra information, such as probability, expiry date, etc.

When viewing a quote from a list, click the arrow in the quick access toolbar for the next/previous quote in that list:

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

Right Click Option

Function

View

View the highlighted job.

Edit

Edit the highlighted job.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet.

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.