Display Estimate Status via Saved Search When Project Management = T

Scenario

User would like to retrieve estimate/quote records via a search and display the status in the results however, Customer (Main Line) : Status field only pulls up Project's status instead of the Status found in the Estimate/Quote Record.

Solution

Instead of using the standard field, user can use a Formula (Text) that will retrieve the Entity Status. To resolve:

1. Navigate to Lists > Search > Saved Searches
2. Edit the custom saved search
3. Click Results tab
4. Field:
   • Select Formula (Text)
   • Formula: Enter {entitystatus}
5. Click Save & Run