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Redwood: Opportunity Product Picker template

edited Sep 17, 2025 11:29AM in Sales 3 comments

Summary:

Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to -

  1. Use any search operators like equals, contains etc
  2. Search only in item number instead of both description and number

This is leading to users not able to find products in case the Item descriptions are similar. Please suggest a way make search operators available like classic search and select dialogs


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