Display Estimate or Quote Date Processed in a Transaction Search

Settings of a new search to display the Estimate or Quote Date Processed:

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Transaction.
3. Enter the Search Title. For example: Processed Quotes
4. Under Criteria tab > Standard sub tab, add the following filters:
1. Type = Estimate
2. Main Line = true
3. Status = Estimate:Processed
4. System Notes:Type = Change
5. System Notes:New Value contains Processed
5. Click Results tab.
6. Columns sub tab.
7. Select System Notes : Date.
8. Enter Processed Date in the Custom Label column.
9. Click Preview.

If System Notes are not added under Criteria, the formula below can be used for the Results tab:
Formula Date: Formula = DECODE({systemnotes.newvalue} ,'Processed',{systemnotes.date})