First, find the quote, work order or invoice you wish to view by searching by phone #, account name, or order number.
Click Continue to bring up the Quick View form.
Order Number:
Use this field to either type in an order number or click on the drop-down menu to select an order from a list sorted by order numbers.
Not Filtered
Check this field to toggle whether or not the search is being filtered by the criteria selected.
Account #
Use this field to either type an account number or click on the drop-down menu to select an order from a list sorted by account numbers.
Account Name
Use this drop-down menu to find an order in a list sorted by account names.
Phone #
Use this field to select a phone number associated with a customer to narrow your search.