In customer maitenance, be able to look up cutomer information by customer number or name.

by: Beverly D. | over a year ago | Customer Mgment (CRM)

Comments

• Umm. Last I checked that's what the Find button and related parameters were for on the lookup window.

  by: Thomas R. | over a year ago

• That's what the ALE allows you to do.

  by: Robert W. | over a year ago

• I am adding my 2 cents in. I would prefer to look the customer up by their name in the first window of customer maintenenace without having to click on the spyglass. I have a custom browser set up, but not until after you click on the spyglass. We will never search for a customer by their code number, so it makes sense to be able to type their name in the very first window. This is probably a customization??? thanks to anybody who has an answer to this

  by: Stacey L. | over a year ago

• you can do this by customizing your view

  by: Annette B. | over a year ago

• GetX Search for MAS 90/200 does this and more. Here is an example.
  
  http://www.youtube.com/watch?v=KmhkdlqWSSk
  
  info@xkzero.com or 847.238.3106 for more information.

  by: Paul Z. | over a year ago