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Quotes - Make the Title Field searchable

Why can't we search quotes by title? It would be so useful and its so overlooked by the design team. I have loads of jobs for one client and I have to sift until I find it rather than search my the job name. Please Zero!

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Kevin Holland shared this idea  ·   ·  Report…  ·  Admin →
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  • Jon Lord commented  ·   ·  Report

    I regularly create Quotes adding the Title field to distinguish individual projects for my larger clients however I have now discovered that I cant create a Report which filters in this "Title" field. I have to search through over 50 quotes individually to locate a specific project. Also this field is not pulled over when converting a Quote to an Invoice which seems absolutely ridiculous.

    Please can this field be made searchable, added to a basic Report and input into an Invoice.

  • Andrew Tan commented  ·   ·  Report

    On xero, we have the option of having a title or summary but it is kind of useless if we are not able to use the search function on these.

    Sometimes we need to find certain quotes or invoices which has been done before , searching using the title or summary will help alot

  • Andrew Bespalov commented  ·   ·  Report

    Hi, I really think that this needs to be implemented. I assumed that this field is searchable, reportable etc.

    Now I'm so deep, and can't prepare a report by title...

    Please advise if/when this will be implemented.

  • Phil B commented  ·   ·  Report

    I can't believe this isn't possible. The Title also can't be included in a custom report which seems equally bizarre

  • Steve Best commented  ·   ·  Report

    It's pretty ridiculous that this isn't already searchable, along with the summary field

    They are literally the most useful fields to search for within quotes.

    I can't believe this has to be posted as an "idea", when there was even a recent update to the quotes UI and Xero made a big fuss about how it's all changed for the better, and yet this pretty basic thing is still not included.

    Please get it done, it would take less than a minute to action for any competant developer!