Improve Search for Products & Services on Financial Documents
Whenever entering the name of a Product or Service (Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31-character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
Anthony
shared this idea
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Currently, with NSE, estimate line items can be looked up within the Products & Services list based on *either* the name or the description. However, Invoices only have search functionality based on the product or service name. I would like this to be updated to match that of the newer estimates so I can search the same way on both records.
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Steve Steinbruegge Sr commented
Perfect! Thanks for you help Anthony!!
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Corrine Lombardo commented
Add a filter to sort through products and services to make edits easier to find.
example: filter by labor category, then bulk edit all of the labor rates or markups.