Where is it supported?
The feature is supported for the following fields, tabs, and screens.
|
Screen Name |
Tab Name |
Field Name |
Searches by |
Additional Information |
|---|---|---|---|---|
Accounts
|
Customer |
Company |
Company Name | Contact Name |
Contact Name can be searched in the Customer field and vice versa. |
|
Contact |
Contact Name | Company Name |
|||
|
Event |
Job Name |
Event Description | Event ID |
Closed events will not appear in suggestions. To find a closed event, type its exact Event ID in the Job Name search bar. An Import icon has been added to open the Event search screen. |
|
|
Project |
Description |
Project Description | Project ID |
Projects with 'Completed' status will not appear in suggestions. To find a completed project, type its exact Project ID in the Description search bar. An Import icon has been added to open the Project search screen. |
|
Purchase Order
|
Information |
Contact |
Contact Name | Company Name |
Contact Name can be searched in the Vendor Name field and vice versa. |
|
Vendor Name |
Company Name | Contact Name |
|
||
|
Vendor |
Contact |
Contact Name | Company Name |
Contact Name can be searched in the Company field and vice versa. |
|
|
Company |
Contact Name | Company Name |
|||
Order and Sales Information (New Order)
|
Customer Info
Billing Co. Info
|
Company |
Company Name | Contact Name |
Contact Name can be searched in the Company field and vice versa. |
|
Contact |
Contact Name | Company Name |
|||
Rental Order
|
Information
|
Project
|
Project Description | Project ID
|
|
|
Customer |
Company Name | Customer Name |
|
||
|
Bill To |
Company Name | Contact Name |
|
||
|
Contact |
Contact Name | Company Name |
|
||
|
Bill Contact |
Contact Name | Company Name |
|
||
|
Event |
Name |
Event Description | Event ID |
|
|
|
Customer |
Company |
Company Name | Contact Name |
Contact Name can be searched in the Company field and vice versa. |
|
|
Contact |
Contact Name | Company Name |
|||
|
Payment |
Bill To |
Company Name | Contact Name |
Contact Name and Company name can be searched in the Bill To field and Bill Contact field. |
|
|
Bill Contact |
Contact Name | Company Name |
|||
|
Shipping |
Contact |
Contact Name | Company Name Contact Name | Company Name |
|
|
|
Return |
Contact |
|||
Meeting Order
|
Information |
Project |
Project Description | Project ID |
|
Sales Order
|
Information
|
Project |
Project Description | Project ID |
|
|
Event |
Name |
Event Description | Event ID |
|
|
|
Customer |
Company |
Company Name | Contact Name |
Contact Name can be searched in the Company field and vice versa. |
|
|
Contact |
Contact Name | Company Name |
|||
|
Payment |
Bill To |
Company Name | Contact Name |
Contact Name and Company name can be searched in the Bill To field and Bill Contact field. |
|
|
Bill Contact |
Contact Name | Company Name |