Outstanding Quote
The "Outstanding Quote" list shows all the Quote jobs that have not yet been completed that are associated to the User Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Outstanding Quote" jobs list:
Please Note: These views are customisable, and there are a number of columns that are not shown by default that can be added in should the User require them. A User can edit their views from the Portal Settings page.