Quick search is a simple search that can be used to quickly browse for
quotes in the system. You cannot use additional search criteria or sort search results.
About this task
To
use the quick search:
Procedure
- Click the Quotes tab in the menu
bar.
- The Quotes home page is displayed. In the Search text
box, enter either the complete name of the quote, if known, or one
or more characters of the name as the search criteria.
Note: The search is not case sensitive.
- Click the Search icon.
The Quick Search Results screen is displayed with the
following information:
- Name of the Quote
- Customer Name: Customer details of the quote
- Owner: User ID of the person who created
the quote
- Status: Status of the quote. For example,
created, accepted, rejected or approved. Quotes pending approval are
indicated by an icon.
- Expiration Date: Expiry date of the quote.
- To view the details of a quote, click the Quote
Name hyperlink.
Note: If
only one quote matches the search criteria, the details of the corresponding
quote are automatically displayed