Forum Discussion

Mathilda1's avatar
Mathilda1
Experienced User
14 days ago

Search Options

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 i...
  • Doreen_P's avatar
    14 days ago

    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