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.
Related Content
- 2 years ago
- 9 months ago
- 4 years ago
- 7 months ago