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How to Customize Customer Search Columns

Received Response
edited Apr 28, 2023 1:19PM in Receivables & Collections 1 comment


When a user searches for a customer, the system displays the customer name and registry number. However, if multiple customers have the same name, it can be difficult to select the correct customer from the list.

To improve the search functionality, can we customize this page and add additional columns such as customer number and address 1 or any other relevant information. This will help users to select the correct customer more effectively.



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