Portal Record and Field Search Scope

Customer Records
  • Customer Code
  • Name
Estimate Records
  • CSR
  • Customer
  • Description
  • Entry Date
  • EQ-Number
  • Name
  • Sales
Job Records
  • Customer
  • Job Name
  • Job Number
Invoice Records
  • Invoice Number
  • Customer Code
  • Job Number
Proof Records
  • Completed Date
  • Customer
  • Due Date
  • Due Time
  • Entered By
  • Job Number
  • Notes
  • Proof ID
  • Proof Name
  • Status
  • Template Name
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