I, and others would find it helpful, if we were able to search for an invoice by entering a name or keyword, we expect would be in it.
Example, we do a lot of shipping service work for a fishin...
Hi,
I really need to be able to search via reference key words (address) rather than quote number or customer. We quote several jobs for the same client, it's time consuming to then sift through to find the quotes to double check things or edit. Also over the span of 12 months or more we may be asked to give quotes on the same property, so it would be nice to check the address to see if the property has been quoted before.
I'm able to add a small amount of information to the quote number, but generally it will not fit the entire street name etc. and as this is then visible on the quote it can look a little strange.
I have just been online with the help chat, but they couldn't see a way to add a reference in the current format either. If it is possible already would love if someone could let me know.
Thanks, Mel
Hi Mel
I agree - when a client calls and explains they want to proceed with a particular quote, generally they say 'Website Mod' rather than a quote number. Also, when several quotes have been done for the same client and am trying to remember which one was for which service.
Would be super keen to see an optional reference box added to the quote template :)
Thanks Gemma