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Quick Bid - 01.04 How to Use Type Ahead and the Context Menus to Make Entering Information into Quick Bid More Efficient - QB

Views: 1667 Last Updated: 11/04/2024 02:52 pm 0 Rating/ Voters
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Quick Bid includes various ways to access program functionality. Taking a minute to become familiar with the shortcuts below can save valuable time when working with the program.

Type Ahead

Whenever a Search box is displayed (any text box that has the magnifying glass next to it), use "Type Ahead" to pull an entry from your Masters quickly.

Start typing in the Lead Estimator field to search the Master Estimators list for a match

In the example above we typed "jo" into the Estimator box and the program located the first entry "John Smith" from the Employee list.

Start typing in the Type field to search the Master Condition Type list for a match

In the example above, we typed "In" into the Type box - the program inserts the first entry in the database master table beginning with "In" (Insulation).

Now, when we type the third character "T", into the field, Quick Bid inserts "Interior" as it is the first match beginning with "INT".

Typing additional characters in the Type field to locates a different record in the Master Estimators list

Note

Using Type Ahead improves efficiency and reduces the risk of creating duplicate entries in the database.

If what you type into a fields doesn't match a record in your database, you'll be prompted to add the entry to your Masters! This allows you to build your Masters "on-the-fly" instead of having to set up everything before you can start bidding.

Context Menus

Many functions are available by right-clicking to bring up a Context Menu. Some options, such as adjusting the number of decimals displayed, are only available on a context menu, but most are duplicated within the menus or toolbars.

There are many options only available on a screen's Context Menu - try right-clicking anywhere to see your options
Example of a context menu, this one is on the Bids Tab and includes the options to Group by Type, Verify All, and Unverify All that are only available on this context menu

Context menus change based on the current Tab and the location where the right-click occurs. Context menus are detailed in the article explaining the screen on which they can be invoked.

click here to view the previous article Using Keyboard Shortcuts to Make Entering Information into QB More Efficient How Different Dialog Boxes Work click here to view the next article



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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