Totalling current proposals

Lisette Hay

I'm brand new to RE as of three weeks ago.   Apparently, I've neglected to upload/edit a few proposals.  Besides going back through every bit of RE work I've performed on numerous files, is there a way to view all the proposals that are still in play, ie nothing that's been declined? I figure this may help me connect the dots a bit more.  Thanks for the help! 

Alan French

Hi Lisette, if you create a constituent query and expand the Prospect node (near the bottom of the list) then expand Proposals, you should be able to filter proposals based on status, the "proposal is inactive" tick box, or whichever other field you use to indicate whether the proposal is still in play or not.

Lisette Hay

Alan French:

Hi Lisette, if you create a constituent query and expand the Prospect node (near the bottom of the list) then expand Proposals, you should be able to filter proposals based on status, the "proposal is inactive" tick box, or whichever other field you use to indicate whether the proposal is still in play or not.

Thank you, Alan!  I'll give that a try.