Once you have set up a view the way you like it, you can save the view so you won’t have to configure it again later. InEight Estimate also comes with some pre-built views to help you organize the screen the way you want to see it.
Views are accessed from the Saved Views menu in the top right portion of a register.
The following steps assume you have made changes to your register view and want to save it for future use.
In the CBS register, click on the Saved views drop-down menu. The Save disc icon shows.
Click the Save disc icon. The Save Current View window shows.
Enter the View name, and then select OK. The new view shows in the drop-down menu.
Saved views are user-specific; you will only see your own saved views when you are logged in.
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