Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Planned
11
CRM - Find OE Orders from Main Menu Find
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
I would particularly like to be able to findCRM Quotes and Orders from the main CRM Find button, instead of havinf to find the opportunity first.
11 November 2021