You can search, report, export, map and add to Target based on JDQuote information using Handle Advanced search.
- Select JDQuote from Navbar
- Select from pre-loaded saved search or create your own!
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Available fields to search by
- Account details (Company Name, Account Number, etc)
- Quote Type
- Quote Name
- Sales Rep
- Customer ID / CKC ID
- Customer Name
- Quote ID
- Status
- Balance Due
- Expiration Date
- Create Date
- Linked to Account
- Linked to Opportunity
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Optional grid display fields
- Account
- First Name (Account)
- Last Name (Account)
- Email (Account)
- Work (Account)
- Mobile (Account)
- Delivery Address (Account)
- Delivery Apt/Suite (Account)
- Delivery City (Account)
- Delivery County (Account)
- Delivery Country (Account)
- Delivery State (Account)
- Delivery Zip (Account)
- Branch (Account)
- Class (Account)
- Account Number (Account)
- Owner
- Customer Name
- Linked To Account
- Linked To Opportunity
- Quote ID
- Sales Person (JDQuote)
- Creation Date
- Quote Type
- Expiration Date
- Status
- Balance Due
- Cust ID (CKC)
- Quote Name
- Quoting on mobile