Background

Creating and modifying estimates in Case is now faster and easier.

• Configurable Settings - provides users the flexibility to customize the estimate operations table to suit their preferences
• Searching for Operations - provides users the flexibility to search across multiple operations sources, and an advanced search to provide an easier way to find operations directly from the main case screen
• Editing Operations - enables the user to edit operations directly from the main case screen, reducing the number of screens and clicks the user has to navigate
• Approval on Behalf of the Customer - enables the user to record estimate approval when receiving approval from the customer via a note, email, text, phone call, in-person, etc.

See also: Operations Table

Configuration

You can configure the view of the operations table to include or exclude the fields pertinent to your role. Selecting the gear icon in the top right of the table will open the Operations Table Settings modal.

Next to each column name, you can toggle the boxes to the left to hide or show the optional operations table columns.

Click and hold the drag-and-drop icons to the left of the checkboxes to rearrange the column display order on your operations table columns as needed.

When you click the SAVE button, the changes will be applied, and you'll be taken back to the Editing Case details screen.

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