This process is very helpful when you use a specific search criteria often.
Go to Advanced Search in the lower left corner of OMS.
Fill in the following:
- Search Type: Quote or Order
- Start Date: initially leave as is
- Select Criteria: for this example we will search for Sales Rep
Once you have searched and get results, you can Save the Search to use again.
Go to upper right corner to More Actions and choose Save Search.
Give the search a name (example: All Quotes for Tom)
Also check off if you want to share with your organization or not
Your new Search will now show up in the Advanced Search menu on the left.
