In the previous 19.6 version i could locate a quote using the find transaction icon.
in the new online version i can do this for orders and invoices but not quotes.
I recieve now a lot of...
I seriously want this in find transactions too. Just one of the ways we regularly made use of this function was before we close a job and archive plans etc, we always check that the standard 4 sales to the builder have been completed and check to see if all sales to the client have been completed. Since we can no longer view quotes in this window it is a very lengthy process searching through the Sales Register to check that a job is complete. We "always" use the job address in the "Memo" section and search by this as there are a minimum 4 different order numbers for one job & usually at least two others to the client. No, we will not assign a new job number to every job address as tracking those that relate to nothing else would be an even more time consuming pain in the butt than having to print and manipulate reports to check this for every job. It is not as simple as just assuming each job address will have 6 invoices either as this is not the case.