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Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.

Have an option to delete old estimates/bids and estimates tied to bids quickly. Right now I cant' delete an estimate if it is tied to a bid. I have to go find the bid, delete that, and then go to the estimate, find it, and delete that. Cumbersome and time consuming. Make it so you delete a bid it asks "This is associated with an estimate. Delete Estimate too?" Or "This estimate is associated with a bid, delete bid too?" 

  • Justin Weidner
  • Jun 3 2016
  • In Review
Company A&R Services
Job Title / Role Manger
I need it... Yesterday...Come on already
  • Attach files
  • Support Quest commented
    October 10, 2019 22:35

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009390
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:34

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009388
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:32

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009387
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:31

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009384
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:30

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009382
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:28

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009381
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:27

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009379
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:26

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009377
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:24

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009374
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:23

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009372
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:22

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009370
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:20

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009368
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:19

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009366
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:17

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009364
    Subject: Support Quest responded to idea PCPLT-I-38 Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids.
    Description

  • Support Quest commented
    October 10, 2019 22:16

    Hi

    A new support case has been entered for you.

    We just wanted to let you know that a real live human being will be in contact with you within 24 hours. It could take us a little longer on the weekends and holidays. Our office hours are Mon-Fri from 8am-5pm AEST

    Case Number: 00009362
    Subject: Need to be able to delete/archive old bids and estimates. We have hundreds of old estimates and bids. status has changed to In Review
    Description

  • Support Quest commented
    May 24, 2019 00:34

    Efficiency Request in Estimate Window: Currently PCE 3.12 there is a direct correlation between having number of estimates and catalogues and PCE performance.  Needing to archive estimate to maintain performance is an import maintenance process.  This enhancement would drastically improve user experience. 

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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