RE: Have quotes list when searching a customer number in the global search bar
We recently made a switch to using Quotes in our sales process. However, when searching by customer number they do not list with the sales orders and opportunities in that customer’s name.
How can we get the quotes to show as well?
Global searches return records that have name or ID field values that match the entered keywords. I believe that is why those opportunities are showing up, as they have the customer number in their name field.
For quotes (aka “estimates”), the “title” field is indexed for global search. You can either have users type in the customer number there or (IMO the better solution) you can create a custom field that is sources the account number from the customer record and is indexed for global search.
Follow these instructions for how to create a custom field (step 12 deals with global search), and this page on how to set the sourcing criteria (to source the customer’s “Name/ID”)