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• And more!
Check out this thread to learn more!
Linking Sales Orders -> Quotes/Estimates
Hi,
When I pull up a Quote/Estimate I can look under "Related Records" and see the Sales Order that was generated. But when I look at the Sales Order, the "Related Records" list is empty. Is there any way to have bi-directional linking?
As an alternate, I was trying to create a saved search that listed all the Quotes and their related Sales Orders, but for some reason I can't find that field. What should I include in the "Results" tab for a saved search to show the related sales order (note: my criteria has a filter on transaction type is Estimate).
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