The current view settings will be lost if you navigate away from the Estimate or switch to a different view (see below). You can give your current layout a name and save it for future use.
The system maintains a list of customisable views. Each job has a view assigned to it, and when you open the estimate for the job, it is displayed using this view. A new job is assigned a predefined view called ‘Default’.
- To switch to a different view, select it in the main toolbar. The new view will be assigned to the job and used next time when you open the estimate.
If you made any changes to your current view, they will be lost at this point. If you want to keep them, save the current view.
- To save current view, click ‘Save View’.
- To save the current settings as a new view, click ‘New’. The system will prompt for a name, create the view and switch to it.
- To rename current view, click Name.
- To delete current view, click Delete.
It is not possible to delete the ‘Default’ view.