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Using the Estimating Management Console

Address Book window

Estimates window

Using search fields

When you select a branch in the Estimate Catalog pane of the Estimates window or you select Companies or People from the Address Book catalog pane, the detail pane displays a grid with all estimates or contacts in the selected branch or list. The list can be extensive so the Estimating Management Console provides you with multiple features for filtering or limiting the number of estimates or contacts displayed in the grid.

fields to use to search for an estimate

Items in this pane

Items in the search pane
Item Description
Grid

Displays a list of available estimates or contacts in the selected branch of the Estimate Catalog pane or Companies or People in the Companies/Contracts pane. 
Group-by Area

Groups all entries in the grid according to a specified grid field.

Drag any field from the grid column heading to the group by area box and release to specify a field.

For example, if you want to group estimates in the grid according to job size, grab the Job size column heading and drag it to the group by area box.
Field Chooser

Select the checkboxes of the fields (columns) you want the grid to display. Clear the checkbox of any field you do not want to appear in the grid.
Search Filters

Use these boxes to define a filter for limiting the display of entries in the grid.

For example, if you want to display only contacts with a business phone area code of 503, select Business Phone from the Field box, select Contains from the Comparison box, and type 503 in the value box.

The search filter boxes perform the following functions:

Search filter options
Filter Box Notes
Field Sets which field in the grid is used for the filter. Select a field from the list of the available grid fields (columns).
Contains In conjunction with the Value box, your selection instructs the Estimating Management Console how to filter the grid using the field specified in the Field box. Available options are:
  • Starts with
  • Contains
  • Like
  • Match
  • Equals
Value Type or select a numerical or text value for the filter. For example, if you want the grid to display only companies located in Denver, type Denver in the box.

Note: The corresponding grid field (column) displays the filter criteria you set. For example, if you set the filter to display only companies located in Oregon, the Location column displays = Oregon (in the grid filter row).
[Export]

Click to save a copy of the grid as a Microsoft Excel workbook.
[Show Form]

Select any estimate in the grid and click to display the associated estimate accessibility settings or Address Book contact settings.
[Default Grid]

Click to revert the grid setup back to its default display settings.