Related Tab:

• Shows related Flow and Work History, and the view can be set in this tab by clicking which activity of the quote you want to see listed.

Flow view

• List can be sorted/filtered by: Flowed (from), Type (e.g. Asset), Reference (colour coded), Due, Completed, Status, Created (Date/Time).

Work History view

• List can be sorted/filtered by: Reference (colour coded), Status (Created, Allocated etc.) , Type (Phone call, Quote, Request, Order, Scope), Priority, Issued (Date/Time), Completed, Sell $.

 Note!

Both views have an icon far right to click into the Reference item. Go into the related scope, asset, order for example.