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Include Country and more in Find Company search

Now you can choose which fields are listed in the Find Company search window that is used as a company lookup in the Customer Portfolio.

10_6_CUST_FindCompany

Customize company lookup using fields from the Name table

You can configure the Find Company window to include fields from the Name table to make company listings more useful, especially when there are several branches of the same company in different locations.

10_6_CUST_GEN_ADV_CompanyFindList

Configure the field Company FindList Fields through Customers > Set up module > General > Advanced.

Note: To include additional fields in the Results and Record History tabs, you must add the field names to the Name/Address FindList Fields configuration option, not the Company FindList Fields configuration option.

See Also

Internationalization changes

Third address line added to all windows

Ability to disable U.S. phone formatting

U.S. currency symbols removed from the iMIS interface

Manage Committees window offers more information and sorting

System - new ISO-3166-1 support in Country_Names table

Resolution of VAT and GSTINC issues

Enhanced configuration of preferred sort order


ASI logo 10.6 Production Release. Updated 3/6/2006 10:04:02 AM
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