In Management Console, on the Estimates tab, estimates from the selected branch can be sorted and filtered. What would improve a notable weak spot with Sage (Estimate Archiving) is to allow multiple selection or a range selection of estimates that can then be backed up. All that is available is Open and/or Show estimate info.
by: Robert W. | 17 days ago | Other
Comments
Unless I misunderstood the request, this can be done using Windows functions.
Ex: To select a contiguous selection - click on the first Estimate > hold the Shift Key > Select the last Estimate in the column you want to backup, this will highlight the estimates > then do the backup.
Optional for non-contiguous Estimates > Select each individual estimate > press the Control key and select as many others using the same method > then archive.
You're correct if you mean the estimates in the tree/branch view, but in Management Console, on the right side is the estimate grid. You can filter and sort, but you can't backup, export, or delete, nor can you select any more than one estimate. Archiving remains a problem -- (we have 30,000 estimates with another 15,000 exported and stored off the Estimates database) ...