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?
Also I would just use record prefixes & : to narrow down your results
You will love Global search for all your records. Take a look at the below.