How do I add expiration date to my estimates area on my dashboard?

AI generated answer (using internal Slack threads):

To add an expiration date to your estimates area on your dashboard, you can create a custom field on the Estimate record. Here are the steps: 1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New. 2. In the Label field, enter a name for the field, such as "Estimate Expiration Date". 3. In the Type field, select "Date". 4. In the Applies To field, select "Estimate". 5. Save the field. After creating the custom field, you can add it to your Estimate form: 1. Navigate to Customization > Forms > Transaction Forms. 2. Find your Estimate form and click "Edit". 3. In the Screen Fields subtab, find your custom field and check the "Show" box. 4. Save the form. Now, when you create a new Estimate, you can enter an expiration date in the custom field. To display this information on your dashboard, you can create a saved search: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select "Estimate". 3. Define your criteria and results as needed, making sure to include your custom field in the results. 4. Save the search. Finally, add the saved search to your dashboard: 1. On your dashboard, click "Personalize". 2. In the "Standard Content" tab, find "Saved Searches" and click "Add". 3. Select your saved search from the list. 4. Click "Done". Now, your dashboard will display the expiration dates for your estimates. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******