Followers

Monday, November 27, 2017

Quick Quoter History Page

The Quick Quoter History page has an updated look and added functionality!  The ability to search by All, Agent Name, Client Name, and Saved As is now available.  Keep reading to learn more.


In the search by drop-down list choose the field you want to search.  Note: if All is the selected category the entered keyword will be searched in the Agent Name, Client Name, and Saved As columns at the same time.


Once the 'Search by' field is chosen and the keyword entered, click on the magnifying glass or the enter key on your keyboard to run the search.  All cases that meet the search criteria will be returned.  

From here you can hover over the Info icon to see more specific case details or click on the View Wizard icon to pull the case up in the Quick Quoter.  If the case is no longer needed it can be deleted by checking the box and clicking on 'Delete Selected Cases'.  If you want to delete all of the saved cases on the page, checking the box in the header row will automatically check all cases on the page.


Please contact us if you have questions on the Quick Quoter History page or have any suggestions for future updates!

Have a Great Day,

Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com

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