Sometimes we'll get a call from a user who can't find an estimate. There are a few filters on the estimate screen that will show/hide more or less estimates. Changing these filters will allow you to see/hide estimates.
Most Popular Reason: Showing just My Estimates instead of Company Estimates. There is a setting to show just your estimates, or all company estimates. Estimates are assigned to the estimator that created them.
Other Reasons: There are other filters you should pay attention to in that header as well.
- Make sure you don't have something in the Search box that's filtering the results looking for some specific text
- Make sure Status is set to Any
- The Show Estimates box will filter estimates by a time frame. Choose All to include every estimate
- The Show Archived will include estimates set to Archived