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.
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3 Answers

Thank you very much for the information.

It worked well!

Beginner Answered on November 11, 2021.
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