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What criteria in Saved search for invoices with quotes field (i.e. estimate)?

edited Jun 2, 2025 2:38PM in Ask A Guru 4 comments

We have a saved search for invoices. We are able to access the sales order transaction # and also able to get to the quote (i.e. the estimate) number. We need to be able to access fields on the quote record which is in the "main" section. Example: Need to access a custom field whose id is custombody_grossamount on the quote which is in the main section of the quote

Any help would be greatly appreciated.

CRITERIA:


RESULTS:


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