Search Options

Mathilda1

Good morning - I've been playing around a bit to try and find how I can change the search options for a supplier.  Meaning if they have a company name and a trading name, I'd enter the company name in the card but if I enter a purchase I want it to search for it by the trading name (of which I would have entered the first four letters for example into the Card ID field). 

 

Example:  Supplier company name JINGLE BELLS GROUP

Trading as:  HAPPY HOLIDAYS

 

When I create the card I want to put the company name and details in but use the Card ID HAPP1.  When I enter a bill I want to find the supplier by entering HAP.... 

 

I can't find where to change this although I am sure this is possible.

Doreen_P

Hey @Mathilda1,

 

You can use the Card ID instead of the Card name by going to:

 

• Setup menu and choose Preferences. The Preferences window appears.
• Click the Windows tab. 
• Choose the Select Cards by Card ID, Not Card Name option. You can now search cards by their IDs and your card lists will be sorted by ID instead of by last name or company name.

 

You can also check this link for more information.

 

Best regards,

Doreen