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Search Company Name and I see all related entries EXCEPT sales order and invoices...
Hi,
Whenever I search a customer name (in the top global search bar), in the results I see all related entries EXCEPT sales order and invoices.
Any way to have those return as results?
Example: when I search a customer I see opportunities, quotes, tasks, attachments. Just not SOs and INVs, which are usually what my users are trying to find. Anyway to save time and have those appear?
Right now the only way to get to a SO or INV for customer is to go to their account page and then the sales tab and then find the INV or SO in question.
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