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
  • Alison Tarrant commented
    31 Oct, 2018 03:28pm

    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 commented
    25 Oct, 2018 02:32pm

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