Change default lookup from Customer/Vendor ID to Customer/Vendor Name

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Posted on by Community Member

Hi,

I searched the forum and came up empty, so I apologize if this has been asked and answered before. I would like to change the default lookup option from Customer/Vendor ID to Customer/Vendor Name. It would be much more functional for me to enter the first few letters of a name-entering the first few numbers is not helpful as we have far too many customers and vendors to remember which number belongs to which entity.

Thank you!!

Jill

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Almas Mahfooz 11,009 User Group Leader on at

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You mean you want to type customer name or Vendor name first few characters on their respective ID fields like on Sales Transaction Entry window or Purchase Order Entry window, so when open Customer/Vendor lookup it will open , sorted with name and not ID? This could only be done by customization.

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sandipdjadhav 18,306 on at

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Hi J,
Please have look at this. - I have developed it. It can customize as per your requirement.

www.youtube.com/watch

Feel free to email me at : sandipdjadhav@hotmail.com for more information.
Thanks much
Sandip

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Community Member on at

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Yes, I want to be able to enter the first few letters and have the appropriate options appear in the drop down. The same as what happens with the numeric ID, but with the Customer/Vendor name entered instead. I know this is a customization, I don't know how or where to enter the customization.

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Community Member on at

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This seems to apply to smart list/smart lookup only. I am wanting to be able to enter the first few letters of a customer/vendor name in the transaction screen and have the appropriate options appear in the drop down.

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L Vail 65,271 on at

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Hi JPepper,

I think the free product named SmartSort may be able to provide you the solution. SmartSort is written by EthoTech and allows you to change the default sort order for many of the lookup lists. I have used this product for years and it has never been a problem for me. Go to www.ethotech.com;pid=150&ct=Products&pt=SmartSort

and take a look.

Kind regards,

Leslie

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Community Member on at

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Thank you :-)

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L Vail 65,271 on at

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Hi,

Did SmartSort provide the needed functionality?

Kind regards,

Leslie

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