Hi All,
I need to search based on the /Search Name/ field on the sales quote page under the Customer Name field because I have short names of clients which are stored in the /Search Name/ field.
When I type the customer name and press the tab, it will populate the name based on the customer card Name field, but I want this search based on the /Search Name/ field of the customer card.
Does anyone have any idea?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,219 Super User 2024 Season 2
Martin Dráb 230,056 Most Valuable Professional
nmaenpaa 101,156