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Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered.

The problem with the current search is it is not able to find customers which have your typed letters anywhere in the customer name.

i.e. If your customer is "L P Potters Ltd" and you enter 'Potters' in the search box, it will not find the customer.

The consequence is that I often find duplicate clients are created because my staff don't know the exact client name.

 

The same applies to searching for suppliers when entering purchases.

  • Peter
  • Apr 21 2017
  • Already exists
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  • Peter commented
    November 8, 2017 09:54

    Hi there, this does not exist, but perhaps I should better explain. The problem is when you are entering an invoice (for example) and commence typing the customer name in the 'customer' field. If my customers name is 'L P Potters Ltd' and I start typing 'Potters', the drop down list will not find my customer. The only time it finds it is if start entering the name as 'L P ....'. 

  • helen webster commented
    November 9, 2017 16:30

    completely agree.  have same problem.  search works well on invoice page but not when entering an invoice.