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Search in quotes archive

Posted on by 267

Hi! We may start to use the quotes function. Then I got this question from sales: How can I track the old quotes with a special item? The quotes is removed if you use the Make order function. And even if I enable the automatic archive function, is it possible to search for an item? There is no “archived quote lines” page, is it?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    RE: Search in quotes archive

    Hi, Yes, that's the standard as far as I know. Sales Quote Archive contains Links and Notes, but no Attachments....This also has to be customized if needed and is slightly more complicated.

    pastedimage1680763651904v2.png

    pastedimage1680763636633v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Frida_Admotion Profile Picture
    Frida_Admotion 267 on at
    RE: Search in quotes archive

    Thanks that it what I need. Maybe we have to add a bookmark to the Sales line archives page.

    Another thing that occurred to me when I was looking into this is that the you seem to loose the attachments when you archive a document. Is that so? Is there away around it? I have thought we have all information saved in the archive of blanket orders.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    RE: Search in quotes archive

    Hi, If you only need to check it temporarily, you can use the following method. If you need to use it all the time, it is recommended to make a small customization to display this page.

    pastedimage1680743293806v1.png

    pastedimage1680743368826v3.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,125 Super User 2024 Season 2 on at
    RE: Search in quotes archive

    It will archive lines also.

    pastedimage1680705466839v1.png

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