Implementation of Predictive Search
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 | |||
Subtotal | Profit Center | Profit Center Description | Profit Center ID | ||
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 | ||
Return | Contact | Contact Name | Company Name | ||
Default | Profit Center | Profit Center Description | Profit Center ID | ||
Meeting Order | Information | Project | Project Description | Project ID | |
Default | Profit Center | Profit Center Description | Profit Center 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 | |||
Default | Profit Center | Profit Center Description | Profit Center ID | ||
Service Work Order | Default | Profit Center | Profit Center Description | Profit Center ID | |
Inter Company Order | Default | Profit Center | Profit Center Description | Profit Center ID | |
E-Pool Ops Order | Default | Profit Center | Profit Center Description | Profit Center ID | |
eR2 Proposal & eR2 Request | Default | Profit Center | Profit Center Description | Profit Center ID | |
Standalone Invoice | Default | Profit Center | Profit Center Description | Profit Center ID | |
Master Bill Invoice | - | Profit Center | Profit Center Description | Profit Center ID |