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Have a list of template quotations to add to clients - option to search by quote name

 

Hi Team

This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around.

My account now has 97 pages of quotations.

In an ideal world I would like another search box not to search customers but to search quotation reference box.

I know its possible to do this but I’m sure you wont do it just for me. I was hoping lots of other people might have requested this as well.

This would save me so much time because sometimes I want to search for a particular type of quote not a particular person.

If I cant remember who we did the job for I end up trawling through pages

and pages looking at the quote reference until I find something that matches.

I would want it to work so that the search bar picks up similar wording the same as your customer search bar.

So for example we might search for unvented cylinder and it might bring up anything with unvented in the wording.

I’m not techy but I know this works on other programs.

Do you know a way I can do this now by any chance because this really would be a massive time saver for me.

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  • Sep 25 2018
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