You can filter against empty or non-empty fields to acquire lists of incomplete system objects. Doing this allows you to easily identify and manage unassigned items.
Filter content
- From the application left navigation area, select Quotes.
- At the top right of the quotes list page, select the Settings icon.
- In the Sort/Filter Content tab, define sorting and filtering criteria for data.
- Select Save.
Filter by the Extended Search condition
On the Sort/Filter Content tab, in the Filter area, select Extended Search.
This option enables you to search for items that contain any words from the search query, ensuring a broader list of matching results.
When you identify unassigned quotes, you can then use Assign Quote to Me to manage them.