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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Customer Filter on Estimates and Sales Orders?
On a Sales Order or an Estimate you are able to filter the available items through Customization -> Sublist Fields -> Item Filter
Can the same be done for Customers? We only want certain customers who meet certain criteria to be available for selection on some of our forms.
Is this currently possible in the system?
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