Customize Visibility of User Designed Fields in Projects, Quotes, and Orders Tables

We are excited to bring you new features that give you the ability to customize the visibility of user defined fields within the quotes tables and to create default UDF views for projects, quotes, and order. In order to customize these you will head to the left hand panel and click page views. On this page you will now see "table views" as well as the product detail views. Under table views you can edit and customize which field names you would like to be visible within each department & category.

Interactive Edit Data State within Projects, Quotes, and Orders

Within projects, quotes, orders there is a new interactive table state view called "Edit Data." Click on this view in the top right of your table, then a new window will open where you will be able to edit the order of user defined fields directly within your projects, quotes and orders pages.

Custom Export Updates

This release also includes custom exports in which a user can select a template and multi select.

We hope that this update will help supercharge your Surefront capabilities and that you will love it as much as we do. Please don't hesitate to reach out with any questions.

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