Currently when you create a new invoice you have to put the exact customer name in to get a match
I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same name as on the invoice.
This leads to duplicate customers being added to the system and the knock of effect of bad report data or even the hassle of having the consolidate invoices to one customer
Example
Customer name in Kashflow is "Mr Fishwick". I want to add a new invoice for this customer, I would like to type "Fishwick". If I do not type "Mr Fishwick" then I will not get a match.
In reality we find customers give variations of their name each time and don't remember the exact name given on a previous invoice, sometimes they are in wives or husbands names also so it could be Mr Fishwick Mrs Fishwick Bob Fishwick Sheila Fishwick etc, etc
The Suppliers search does this searching fine, can the customer one please please do this!
Hi Ed,
This should not be the case, you should be able to search customers by surname alone, or even a part of the surname.
Are you on our new user interface?
Many thanks
Ed
Hi
Nope it doesn't for me
Example:
Customer Name - "A Hazelhurst"
Go to new invoice and customer box
Enter: "A Haz"
...customer appears
Enter: "Hazelhust"
..customer not found
How do I know if I'm on the new UI?
Thanks