the way i enter in a customers name into a order/sale/invoice with ID or the name.

Question

i am wanting to know how to change how you enter your customers into a sale - currently i am using the ID and wanting to change it to entering the actual name in. Can someone please help.

Tracey_H · Answer

Hi @brq

Thanks for your post. In Setup>>Preferences>>Windows tab untick Select Cards by Card ID, Not Card Name. You can then type part or all of the customer name into the Customer field when recording a sale.

Please let me know if you need further help.

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