Skip to Main Content
Status Acknowledged
Product IRIS KashFlow
Created by Guest
Created on Jan 10, 2017

1. When creating an invoice in ‘invoicing’ the customer search has to be exactly as the name appears on the system. (ie, Mr & Mrs) We can’t

When creating an invoice in ‘invoicing’ the customer search has to be exactly as the name appears on the system. (ie, Mr & Mrs) We can’t even search by customer code. Could we improve that search function.
  • Attach files
  • Alison Tarrant
    Reply
    |
    Oct 31, 2018

    Think this is essential - many schools have very similar or even exactly the same names - it's time consuming loading one to see if it has the right postcode. Please change.

  • Rich Mellor
    Reply
    |
    Oct 25, 2018

    It should be a wildcard search - you should be able to search by customer code, surname or first name at the least