RE: Have quotes list when searching a customer number in the global search bar

Hello,

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?

Thanks

Brent

 

houdekb Beginner Asked on November 10, 2021 in Administration.
Add Comment
3 Answers

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”)

Beginner Answered on November 10, 2021.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.