kphasey's avatar
kphasey
Cover User
12 years ago
Status:
Open

Find Transactions: Ability to search for quotes

In the previous 19.6 version i could locate a quote using the find transaction icon.

 

in the new online version i can do this for orders and invoices but not quotes.

 

I recieve now a lot of sales confirmations via email and often the customer sending the deposit or confirmation information is not the same customer listed on the quote, so it is important to have the quote number which is normally in the subject line, if they simply hit reply.

 

the only way i can find the job is to type in this number.  now i must find quotes in the sales register and as such if it is a month or to ago, this can provoke a lengthy time consuming search.

 

can you re-enstate the finding of quotes from find transactions please.

 

keith Phasey

Managing Director

NT Blinds

0413444257

 

"Find transactions - quotes"

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