Do you find yourself scrolling through lengthy quotes or invoices to find a part number or item description? Do you ever wish there was a faster way to find what you’re looking for?
If so, it’s time to give your mouse scroll wheel a rest and try out the new Search Invoice / Quote feature on our Invoice/Quote quick access menu.
How it works
To search for a part number, description or invoice note, do this:
- In the Invoice/Quote module, right-click any invoice or quote line-item to open the Invoice/Quote quick access menu.
- On the menu, click Search Invoice / Quote.
- In the Search Invoice / Quote window, enter a search term, and then press Enter.
- To repeat the search and find the next match, click Find Next or press F8.
Tip For even quicker access to this feature, use the keyboard shortcut Ctrl + F to open the Search Invoice / Quote window.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.