Re: [SL] searching for customers

[Jigme D. <jig...@gm...>]

On 3/22/07, Andrew McGeachy <atm...@km...> wrote:
> I have a business looking to move to SL, everything is looking good, and
> sorry I know this must have been asked once before...  However...
>
> In just about every accounting app in the customer feild once you start
> typing the customer name it creates a short list of the client...  Can
> SL be setup to do this?
>
> e.g.   A client comes in to purchace bottled water, clerk asks clients
> name, client replies Johnston, clerk types in Joh and notices on the
> short list that two names are female, and client is male, so client must
> be Berry or Dave, clerk asks for the first name, and all is well.
> Interesting enough in other apps it would also list all users with first
> name John.

One way to do this is to go to AR->Customers->Reports->Search and do
it through there, then once you have found the customer that you are
looking for  you can do a variety of transactions by clicking on the
customer.  If the customer that you are looking for is not in there,
then you can put the customer in as a new customer.  This is not the
ideal situation, though I don't know what, if anything happens when
you have a long list of customers.  I currently have three customers
listed on my customer list, and it simply presents an alphabetical
pull down list.  Which if you have more than about 10 customers seems
like it would become cumbersome.

Jigme Datse