Search by Invoice number

Nicolas PINAULT's Avatar

Nicolas PINAULT

13 Oct, 2015 11:21 AM

Hi,

It would be great if we could search a Customer by an Invoice number on the Home page. Actually only "Find customers by name, company, email, code, and last 4 digits".
BR

Nicolas

  1. Support Staff 1 Posted by Marc Guyer on 13 Oct, 2015 01:48 PM

    Marc Guyer's Avatar

    Hi Nicolas -- We've been meaning to do that for a while so we just did it. It's not a search from the dashboard (which is just a repeat of the open search box on the search page). Rather, it can be done from the "jump to" box in the nav. Under the "Customers" nav menu, enter the invoice number in the box. That will take you to the customer with that invoice number.

    Another little known fact: You can use quick keys to use the nav (and the jump search) without using the mouse:

    From anywhere in the UI (unless cursor focus is on a form element) hit the "c" key. That will focus the "Customers" menu. Then hit the "/" key. That will focus the jump box.

  2. Nicolas PINAULT closed this discussion on 26 Oct, 2015 01:53 PM.

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