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Sage Business Works Ideas Portal
Status We're Taking A Look At This
Created by TRACY LYONS
Created on Aug 10, 2023

Improve Search Methods for Quotes & Orders

We should be able maintain or make an inquiry or without having to enter the customer ID. What if I know the quote# or order# but not the customer ID? example: City Of Example calls and references Quote # 123456. But that city has 1 account for each dept. (Parks, Highway, Sewer, Water, Engineering etc) I have to go thru each account and look for the quote or waste my time running silly reports just to get the quote or order to come up.

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