Customer or Contact Tags
Customer or Contact Tags can help you find and report Quotes, Orders, and Invoices.
Add a Tag to Customers, or to Contacts used as Ship To's, and you can then find their Quotes, Orders, or Invoices using new Find choices for Customer Tag or Contact Tag.
The Find dialog with these menu choices appears for any Report with a Quote Search, Order Search, or Invoice Search, such as Items on Orders, Sorted By Item (Summary).
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