My Home Tab - Managing Estimates

Deleting an Estimate from a Folder

From the My Home tab, you can delete an estimate from a personal folder, a shared folder, or an archived folder. The deleted estimate is moved to the Trash Bin folder. Once an estimate is in the Trash Bin, it can be moved or copied to other folders. If the estimate is deleted from the Trash Bin, it is deleted from the data base.

 

  1. Click on the My Home link. The Personal Folder - Current Estimates pane displays on your My Home screen.

  2. Select the folder that you want to delete an estimate from. For example if want to delete an estimate from your Shared Folder header, select the shared folder that you want to delete from. The Shared Folder list displays for your selection.

  3. Do one of the following:

  1. Click on the (Select Action) drop-down list.  

  2. Select the Delete action.

  3. Click on Go.

  4. The following message displays: Are you sure you want to delete the Estimate(s)? Click OK to delete the estimate  The estimate(s) is deleted and moved to the Trash Bin folder. The deleted estimate(s) displays at the top of the estimate list.

    Click Cancel to not delete the estimate.

 

Related Topics:

My Home Tab Options

Managing Folders

Managing Estimates

Estimate Search

Sorting Estimates

Moving an Estimate to Another Folder

Copying an Estimate to Another Folder

Merging Estimates Within Folders

Deleting an Estimate from the Trash Bin

Deleting All Estimates From the Trash Bin