To @Lobos, @tut, @dalacor @itmoto,
Although a am relatively new to Manager but not new to any Sales process in both retail and wholesale from small to large business I would like to affirm that Filters are a must for at least the Sales Quote Module. Not to remove but to Hide.
Dalacors points are very valid although this was thrashed out a while ago. There seems to be great resistance to a simple filter. All major CRM and Quoting Programs are Built on this functionality. Manager is becoming a One Program for all environments but with out this functionality, Uses are being limited to the Power the Program can provide. An Additional Coloum to tag a Quote or more preferably a Drop Down Filter applied to the Quote Value coloum is all that is required to distinguish between Active, Inactive, and then us the Tag for marking Won and Lost Quotes.
For instance I am showing currently Sales Quote value of $151,489.70. Based on the current methodology they are all active and still to be followed up and converted. In this same list Half are not ever going to be converted same have been won and some lost. I need to keep all Quote as history for the instances where I deiced to Clone an exiting Quote or Know what I quoted to this same Client last time. Any part of a Quote sold means you have secured a client. The aim here is to work with this client to sell more to them so whether it is selling one item or ten with in a Quote you have converted an Enquire to a Customer.
Basic Sales Practise treats the Quote Process as a Funnel, the more I put in at the top of the funnel I can then calculate, knowing the market I am selling to, what percentage conversion rate I will achieve for the next period/month ( Budgeting Sales projection) coming though the narrow end of the funnel.
Manger is an Accounting Software but with these features you have now taken on the likes of Goldmine, Act, Maximiser, Epicor etc.
Can I humbly ask for a revisit of this topic.