Since quick search is down quiet a bit nowadays, is there a way to enter in dates and times in the Estimate Appointment and New Customer Appointment fields besides in the quick search view of a contact?
If you go to CRM - Contacts, you can do your search from there.
If the fields that you want to ‘quick edit’ aren’t on that search, go under ‘criteria/collumns’ and go to the far right tab to Columns. There you can choose what fields you want showing in that search so you can quick edit them.
Jeff
That was exactly what I needed thank you!