Searching for Estimates
For the Open, Delete/Archive, Group Processing and Export options in the File menu, and the Category Maintenance option in the Tools menu, you must first select one or more estimates. Estimate selection for
each of these options uses the following selection screen:
Use the four main elements indicated above as follows:
- Category: If necessary, change the category by clicking on the
to the right of the category name, then clicking on the name of the category
desired.
- Estimate Search Tabs: Use these tabs to search for estimates based on various types of estimate
identification, owner name, address and ZIP/Postal Code, and several dates. Once
you have entered the information to search for, click Find Now. To display all estimates, click Find Now without entering any search information.
- Estimate Listing Grid: This grid displays a list of estimates you have saved. Use this list to
select the estimate or estimates desired.
- Buttons: Use these buttons to display the Estimate Listing Grid on the whole screen,
select or deselect all estimates displayed, and start or cancel the option.