Under a Contact is the quick access information bar (notes, tasks, appointments, emails, etc). My question is about the ‘quotes and orders’ selection. Click on the $ sign (quotes and orders) and you can find the most recent orders for a customer. However, the default listing order is for ‘Link’ not ‘Date’.
Is there anyway to change the default listing order to ‘Date’ so we can see what the actual most recent orders for a contact is? Thanks…