Saving a quote search

You can save a quote search to avoid entering the corresponding search criteria every time you search for quotes. For example, while performing a search for the quotes created for a particular customer, you can save the search so that you do not have to enter the same search criteria every time you want to search for quotes created for that customer.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Summary screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Summary screen is displayed.
5. Click Save Search Criteria.
6. The Saved Search dialog box is displayed. Perform the following steps:
   1. In the Saved Search Name* box, enter a name for the search that is to be saved.
   2. Click Save.
      Note: * indicates that the field is mandatory.

      The saved search is created and the Saved Search dialog box is closed.