The following are the record types that can be searched and attached. More records will be added.

Entities

  • Employee

  • Contact

  • Customer

  • Vendor

  • Lead

  • Prospect

  • Partner

  • Job

Transactions

  • Invoice

  • Cash Sale

  • Sales Order

  • Purchase Order

  • Vendor Bill

  • Opportunity

  • Estimate

  • Return Authorization

  • Expense Report

  • Vendor Return Authorization

  • Customer Deposit

Activities

  • Support Case

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