For your consideration.
I have lots and lots of individual (not company) customers.
Sometimes their customer card is set up by first name, some by individual surname, some by family name....
Banking: Search Card by Contact
Steven_M
2 years agoFormer Staff
Status changed:
New
to Done
Hi Everyone
When generating a Receive Money or Spend Money transaction in the AccountRight browser interface users would get the option to select a contact. This field would search by any value in the contact's name. For example, if the card is John Smith and you search Smith or it... that contact would appear.