Hi Mike

Here's a conversation (via email) I had with Softrak on this topic a few months ago:

My email:
The Copy Quotes and Delete Quotes functions are completely non-intuitive. For example, you have to use Copy to move a transferred quote to history! If you use Delete, it disappears altogether. Period End should include the ability to move transferred/rejected quotes to history based on dates in company profile, like Day End does in OrderEntry.

Softrak's reply (edited):
I will forward your suggestion regarding moving the copy quotes to history as part of the Period End process rather than a Copy process

All checkboxes are considered AND, rather than OR. In the screen shot example you provided with all 4 checkboxes selected, only quotes with all 4 checkboxes selected are copied, which of course is pretty much impossible because Transferred quotes aren’t going to also have Rejected and Expired statuses as well. What you currently have to do is run the process multiple times, one for each of the statuses, and perhaps a fifth for no status selected.

Steve