Why Use This Procedure?
In this window you can make different exact match searches in the Sales module. The procedure can be useful if you for example want to search for customers or orders that have a certain notification.
The procedure has five tabs called Customer, Quote, Customer order, Blanket order - S (Sales), Service order and Agreement.
By entering a text phrase, all customers/quotes/customer orders/blanket orders/service orders/agreements with logs containing the entered phrase will be found. The records that have been found, can also be copied to the project selection via the Info menu when right-clicking.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics guide.