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Showing the PO# SO# Invoice# + Estimate# on same screen

edited Jan 3, 2020 12:38AM in Search / Reporting 3 comments

Wouldn't it be nice if you could run a report/search that shows all the following links, for a particular deal, on one line....

Opportunity #
Estimate #
Sales Order #
Purchase Order # (or #'s)
Invoice #
Customer Name

I can get Sales Order + Estimate (via the 'created from' field), or a huge list of everything.

Has anyone managed to create a search or report showing these links?

Is this what 'job' can be used for?

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