Difference between revisions of "Find Quotes Screen"
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Revision as of 16:10, 24 October 2007
You can search for a quote by using the following parameters: quote ID, customer (manually enter the customer's internal ID or search for it using the lookup widget), quote name, type, or status. If you have linked to the "Find Quotes" screen from a specific account, that customer's internal ID will appear in the customer field by default. Clicking the [Find Quotes] button will bring up a list of any quotes that match the data you have entered. Selecting a quote from the list will take you to the View Quote Screen.
