• From: Germany
  • Registered: 04/30/2011
  • Posts: 99

Topic: customer_search

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

  • Registered: 12/25/2007
  • Posts: 2,448

Re: customer_search

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

  • Tohr
  • Member
  • Offline
  • Registered: 09/27/2011
  • Posts: 13

Re: customer_search

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?

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: customer_search

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

  • Registered: 12/15/2010
  • Posts: 2

Re: customer_search

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.