Focus View to Display Quote Line Items

Hi Norm, you can set this up by adding a List View dashlet to the focus drawer dashboard on the Quotes module. If you can't edit the dashboard, you can instead duplicate it and make your own copy that you can edit. This is all done using the floating actions button in the bottom right corner of any dashboard.

When you add the List View dashlet, you should configure it like this:

And once you save that, you'll see the dashlet in the focus drawer and can move it around to where you want it:

Hope that helps!

-Brenda

Finally just saw this! That works awesome!

Do you think it would be possible for this to be done for all of the quotes done for a shipping address? I tried it on the company record and, Its interesting because I can see all the line items for a billing company but not all of the products for a shipping address because it was not "sold to" them (I am guessing). 

I am trying to find a way to see all of the products sent to a shipping address when making a quote so that we aren't sending the wrong products.