It's already possible to create Activities and Service Calls from the Search Window.
It would be nice to also be able to add the other document types from the same window, such as:
- Sales Quotes
- Sales Orders
Maybe adding a [Create New] button, as already implemented in many other windows across the system.
As a Sales Person, I want to easily create documents straight from the search window, so that I can be more productive.
Requested added on behalf of Andrew Phillips
Please sign in to leave a comment.