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Status Acknowledged
Product IRIS KashFlow
Categories Customers
Created by lisa bartup
Created on Apr 8, 2019

Need Kashflow to search for words or names in all fields of an account

Hi
Is there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with several venues. If we can't remember which venue belongs to them we can't search by the venue name even if there is an invoice for them. Another one of our members pays for 15 different venues on 1 invoice, again we can't search any of the text in an invoice if looking for one of these 15 venues.

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