I don't understand the point of the reference numbers in quotes. You can't search for them and often a customer will reference this when ordering or asking to see a previous Invoice. Is there a way to search for this or replace it with the Deal ID?
Are you referring to the HubSpot search bar or the Quotes search? The latter works for me:
As far as I know, the reference number cannot be changed. However, I've found two requests in the HubSpot Ideas section of the community about this. The product team reviews these based on popularity. I'd recommend upvoting and leaving a comment with your use case.
Are you referring to the HubSpot search bar or the Quotes search? The latter works for me:
As far as I know, the reference number cannot be changed. However, I've found two requests in the HubSpot Ideas section of the community about this. The product team reviews these based on popularity. I'd recommend upvoting and leaving a comment with your use case.