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360Hello,
My client offers services such as a talent evaluation, which would be set up as an "item" in 365. They want to be able to include text along with each line item on an invoice, such as "Jim Jones" so that they can track that the talent evaluation was performed for Jim Jones. I've found two ways to do this: one way is using the extended text to place the comment lines automatically, and the other way is to just enter a new line after each line item with a type of "comment". The good part about both of these methods is that it allows the tracking the client desires and it prints on the invoice for the customer to see. The part I'm struggling with is they want the ability to search these comment lines on the invoices, such as searching for Jim Jones and seeing the different invoices that he was included on and what service (item) was performed for that person. Every report that I have found to run for open or historical/posted invoices only lists the line items, or lines with a type of "item", but they don't list the lines with a type of "comment". Therefore, these reports do not offer the search abilities that they desire. My only other thought was to export every invoice to PDF or Excel and save them in a folder that you can then search through windows explorer, but I'm hoping someone has a better way of accomplishing this.
Thank you.
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