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My Quotes/Renewal Quotes list

My Quotes/Renewal Quotes list

  1. In the Customer Portal site, click on “Quote“ in the menu bar:

  1. This opens the list of quotes and renewal quotes created for the customer, excluding quotes purchased.
    The list is default sorted by the Quote Number by the last update on the top.

  1. The quotes/ renewal quotes in the list will be sorted by ascending or descending reference number when the user clicks on the column name "Reference".

  2. The quotes/ renewal quotes in the list will be sorted by status when the user clicks on the column name "Status".

  3. In the search box, when the user provides the reference number and clicks on the Search icon, the quotes/ renewal quotes number has the reference number searched will be displayed on the list properly.

 

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