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Best answer January 06, 2020
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There's an option to easily locate the customer message, @AC2020.
We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let's follow these steps below:
- Go to the Reports menu and search for Estimates by Customer report.
- Click Customize and select Rows/Columns.
- Click Change columns, then check the box in Customer/Vendor Message.
- Select Run report.
Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer's estimate.
I also provided additional articles that you can use in your future reports.
Should you have any further questions or concerns on tracking your business, please let me know. I'll be happy to help.
There's an option to easily locate the customer message, @AC2020.
We can customize the Estimates by Customer Report to find the message displayed on the estimate. Let's follow these steps below:
- Go to the Reports menu and search for Estimates by Customer report.
- Click Customize and select Rows/Columns.
- Click Change columns, then check the box in Customer/Vendor Message.
- Select Run report.
Once done, export the transaction to excel and use the command keys CTRL+F to search for keywords. This way you can easily locate the specific details on the customer's estimate.
I also provided additional articles that you can use in your future reports.
Should you have any further questions or concerns on tracking your business, please let me know. I'll be happy to help.
