The user now has a list of preferred items. This new list includes frequently used items in a separate list that allows you to quickly select and search.

To access the list

• From the estimate, press “F5” or “+” to add an item.
• Right-click in the product description field in the added line.
• Choose one of the three options.
• Add a code to the list of preferred codes by clicking on the “+”.
• Delete one or more codes simultaneously using the check boxes and clicking on “-”.
• Select one or more codes in the list using the check boxes and add them to the estimate using the “Select” button (round green button with a green check mark inside).

Another way to add a code to the list:

• Select the product in the estimate.
• Right-click in the product description line in the added line.
• Choose one of the three options.
• Add the code in the list of preferred codes.
• Delete the product in the list of preferred codes.
• Cancel.