Change F8 Customer Search to find by the Sort Name and Corresp Name
When using the F8 Customer Search By Name, it would be great if it searched both the Sort Name and Corresp Name at the same time. That way, it will find the account you are looking for using either. I am not sure how the index is created to perform the search, but when building it you could exclude any Corresp Names in the index that are exactly like the Sort Name. That way, it would limit the amount of duplicate accounts that show up in the result window. Having this ability would take some confusion out of finding accounts, especially on the Accounts Receivable side.
3
votes
Aaron Keating - Lipsey's, LLC
shared this idea
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Anna He Couzens - Indio Products, Inc.
commented
If the search include wild card it would be very helpful!