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Opportunity Search that Displays an Invoice Number

edited Jan 3, 2020 12:27AM in Search / Reporting 2 comments

Hello,

I am trying to create an opportunity search that shows closed opportunities and has a column for the corresponding invoice number (if there is one).  We would like a way to cross check that all opportunities closed have been invoiced.  I'm not sure if I am missing something, but I do not see an option for adding transaction fields to the results page on an opportunity search.  I'm stumped for ideas on what to try next.

Thanks,
Jessica

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