To access quotes which were not created on your local machine, you will have to import them from the server. Here is what you want to do:
- Click Find Quote in the main toolbar
- Enter search criteria
- If you are looking for a specific quote, use the quote number. You can also look up by Project Name or Quote Name, among other ways. For something like a Project Name or Quote Name, you can use * as a wildcard. For example, searching the Project Name for *river* would get you quotes with a Project Name which contains the word “river” anywhere inside it. Combining search criteria can be powerful. You could dig up all quotes created by a specific user within the last three months which are still Active (not yet ordered), for example.
- Hit Find Now
- A list of matching quotes will appear below.
- Select one or more quotes
- You can import multiple quotes at a time by highlighting more than one (CTRL + click a quote to highlight it in addition to the current selection, or SHIFT + click a quote to select a range).
- Hit Open
- Simplicity will start importing the selected quotes. It will open the first two it downloads. If you had more than two selected, it will continue to import the others, but it won’t open more than two at once. When it has finished downloading all of the selected quotes, they will all show up in the Projects pane along the left edge of the interface. If you are importing a large number of quotes, it could take several minutes before they show up.
