Friday, May 24, 2019

Saved Search to pull up Opportunities linked to a Quote/Estimate that has no emails sent

Here are the steps in creating an Opportunity Saved Search that shows Opportunities that are linked to a Quote/Estimate that has no email communications sent.

1.     Navigate to Lists > Search > Saved Searches > New.
2.     Select Opportunity.
3.     Enter a Search Title.
4.     In the Criteria tab > Standard subtab > use the Filters below:

  • Select Quote Fields…
  • A new window will pop up. In the Quote Filter dropdown list, select Internal ID (Number)
  • A new window will pop up again. Select not empty
  • Click Set
  • In the next line, select Message Fields…
  • A new window will pop up. In the Message Filter dropdown list, select Message
  • A new window will pop up again. Select is empty
  • Click Set

5.     In the Results tab, add or remove Fields as needed.

Alternatively, we can also use other filters (from step 4 above) like "Document Status = is not Issued Estimate" instead of "Quote : Internal ID (Number) is not empty".

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