Rate Card Sets

Clicking the Rate Card Sets tab displays the Rate Card Sets home page. .
  • In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
  • In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
  • From the list, you can click any rate card set number to go directly to its detail.
Recent Choice   Description
Recently Viewed   The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created   The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified   The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

Rate card sets enable you to group rate cards into a set which you can then apply to a project or opportunity so that you can control the rates used in the project.

For information about creating rate card sets, and linking them to rate cards, see Creating Rate Card Sets and Linking Rate Card Sets.