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brq's avatar
brq
Cover User
4 years ago

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

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. 

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  • 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.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.