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SO/Estimate default item search

edited Jan 3, 2020 1:13AM in Search / Reporting 1 comment

I believe that I've seen this before, but I can't seem to find it. Not sure if I'm having a brain freeze, or imagining the feature.

I'd like to be able to change the item search form that is launched from the line item level inside a sales order or estimate. Currently I just get the generic "Item Search" which has the Filter, Description & formula columns. If possible I'd like it to pop out my custom form I've created which has the filter fields setup the way in which we want them.

Any ideas?

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