The Recent Items Screen

This screen displays the most recent projects, quotes, orders, submittals, invoices, payments, shipments, picks and deliveries. By default, it will display the most recent five items for each category, as well as the current count directly beneath the corresponding category. To alter these settings, use the "Show Last" area on the "Preferences" window. For more information, click here.

To open the needed item, select the corresponding blue link.

• The Projects Area- lists the project name and workgroup (if a workgroup is selected when creating the project), location, bid date, status, and quoter, for each project.
• The Quotes Area- lists the project name and workgroup (if a workgroup is selected when creating the project), location, bid date, status, and quoter, for each project.
• The Submittals Area- lists the project related to each submittal.
• The Invoices Area- lists the PO number, manufacturer, customer, project entry date, and status.
• The Payments Area- lists the invoice number, manufacturer, customer, and invoice date.  
• The Shipments- lists the shipment name.