There are a few common reasons users can't find a specific estimate.
Are you sure you're looking in the right list? (there are Standard Estimates and Service Estimates).
- Are you sure you're looking at ALL COMPANY estimates and not just your own? For more information, click HERE.
- Do you have anything in the SEARCH box? Make sure your search box is blank (will search all) or that you are correctly spelling what you are searching for.
- Are you filtering by Status? Make sure your status dropdown is set to [ALL STATUSES].
- Has the estimate been archived? When you delete an estimate, the first (default) option is to just archive it. There's an Active and/or Archived estimates dropdown on the far right of the estimates list. Make sure it is set correctly.
Comments