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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4 Answers

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.

Global Search Overview SuiteAnswer ID 99220

Global Search Prefixes SuiteAnswer ID 8402 

" class="qa-zoom" title="RE: Have quotes list when searching a customer number in the global search bar">Just entering the # in Global Search

Using record Prefix only one value returned.

Beginner Answered on July 8, 2022.
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