Focus View to Display Quote Line Items

Just curious if there was a way to have a focus view of a quote show the line items in the quote? 

Thanks! 

Norm

  • Hi Norm, you can set this up by adding a List View dashlet to the focus drawer dashboard on the Quotes module. If you can't edit the dashboard, you can instead duplicate it and make your own copy that you can edit. This is all done using the floating actions button in the bottom right corner of any dashboard.

    When you add the List View dashlet, you should configure it like this:

    And once you save that, you'll see the dashlet in the focus drawer and can move it around to where you want it:

    Hope that helps!

    -Brenda