Janine1568
9 years agoContributing Cover User
When will the option be available to search by quote number - it is so time consuming and frustrating in particular when clients are on the phone who have upto 12 different quotes, bank deposit references are quote numbers, I dont understand why it was taken off this version.
- mcv8 years agoExperienced Cover User
i just posted a similar post - being able to select which fields are available to see in the windows, but deffinetly should be an option
in the find transactions window you can search by invoice number - but this just brings up invoices only - not Quotes
Either let the system bring up the quotes as well when searching for invoices or have a seperate tab so you can search quotes only.
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