There should be a way to create folders that you can put quotes into, rather than just filtering by created, signed, etc. Especially if you have a quote that needs to be updated. Often we have to create a new quote, so it would be good if there was a way to put the old quote in an archive folder. It just seems like it would make the quotes more managable, especially as they build up year to year.
Status: Idea Submitted
Agreed! I would like to create folders per customer and manufacturer for our company. This would make the training process within our organization streamlined. The amount of time it will take to look up based on the current structure will result in errors no doubt in my mind. EVERYTHING is in one bucket and that bucket will be very full and messy sooner than later.
Sorting by customer
Sorting by manufacturer
Sorting by owner
Sorting by year
All of these options are much better than