FrontAccounting forum — customer_search

Re: customer_search

2011-10-25T20:12:27Z

If it is any help, what I have done with a couple of our customers is to use the short name (the one that appears in the drop down list) in such a way as to facilitate searching.

It usually happens when a customer comes on the telephone and asks a question. They may not know there account number but they do know there post code so we make the short name contain a pst cose (major part) and customer name e.g. PH2-Smith. Yjis seems to work pretty well.

Re: customer_search

2011-10-19T22:41:56Z

The search customer list is used if you have many items. Use a '*' if you want all items in the list. Otherwise search partly or entirely by customer name. Tab away from the search field and the list is filled with relevant customers.

/Joe

Re: customer_search

2011-10-18T11:33:34Z

But if we switch it from company preference all items disappear and the search is only by codes not by names.. what can I do?

Re: customer_search

2011-09-28T18:11:29Z

Well, you can just switch searching for customers off in company preferences.
Janusz

customer_search

2011-09-24T10:18:01Z

I wonder, if its possible to have the customer_search just like the item_search; no using of '*' ?
barneyfa