You are here:

Assigning an Estimator

This feature allows you to assign and unassign an estimator to a workfile.

To assign an estimator

Select View > Workfiles from the menu bar.
Select the workfile, and then click Action > Assign Estimator from the mini-toolbar. The Assign Estimator screen opens.
Select Assigned, and then select the estimator.
Click OK.

Note: Alternately, double-click the workfile to open the workfile details screen, and then select the Contacts tab. Click the Estimator droplist and then select the estimator. Click Save or Save and Close from the toolbar to save the changes in the workfile.

Alternately, select the Unassigned option to remove an estimator from the workfile.

Overview

Workfile - Contacts Tab

Screen Description

Contacts Tab Screen

Select Customer Screen