Help us improve

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.
  • Simon
  • Jan 10 2017
  • Acknowledged
  • Attach files
  • Rich Mellor commented
    October 25, 2018 14:32

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

  • Alison Tarrant commented
    October 31, 2018 15:28

    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.