Item Lookups – for use in your Quotes

New and improved: Lookup Items by any word within an Item Heading (i.e. you no longer need to know the first word).

You can lookup Items which have been previously saved in Template & Items.

When editing a quote, simply start typing within the Heading or the Item Code and you should get a list of results to choose from to populate your quote.

Tips:

  • 1 or 2 characters will search the start only – to give more relevant results.
  • A search with 3 or more characters will search all words.
  • Type multiple words to narrow down your results.
  • Results will also include Xero or QuickBooks Price Items (if enabled).

lookups.gif

Was this article helpful?
2 out of 2 found this helpful
Follow
Have more questions? Contact Support
Powered by Zendesk