Search

You can search across

• AR Customers
• AR Customer Contacts
• AR Customer Orders
• AP Vendors
• Invoices
• Prospects
• Items
• Touchpoints

There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).

How searches work

Here we will outline how the search works per entity.

We break this down to EXACT and LIKE matching.

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1. AR Customers

Exact

• City
• ZipCode

Like

• CustomerName
• AddressLine1
• TelephoneNo
• EmailAddress

Default Order'

CustomerName Ascending

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2. AR Customer Contacts

Exact

• City
• ZipCode

Like

• ContactName
• CustomerName
• ContactCode
• AddressLine1
• TelephoneNo1
• EmailAddress

Default Order'

ContactName Ascending

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3. AR Customer Orders

Like

• SalesOrderNo
• CustomerPONo

Default Order'

OrderDate Ascending

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4. AP Vendors

Exact

• VendorNo
• City
• ZipCode

Like

• VendorName
• PrimaryContact
• AddressLine1
• TelephoneNo
• FaxNo
• EmailAddress

Default Order'

VendorName Ascending

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5. Invoices

Exact

• InvoiceNo
• CustomerNo

Like

• BillToName

Default Order'

InvoiceDate Ascending

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6. Prospects

Exact

• City
• ZipCode

Like

• CustomerName
• CustomerContact
• EmailAddress
• EmailAddress
• AddressLine1

Default Order'

CustomerName Ascending

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7. Email/Phone

This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices). Each column name below can in fact contain any type of data we feel is useful to search with.

Like

• NAME
• EMAIL1
• EMAIL2
• NAMECTAC
• TEXTPHON1
• TEXTPHON2

Default Order'

NAME Ascending

The first column in the result shows what the entity is (based on the icon)

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8. Items

Exact

• ItemCode
• PrimaryVendorNo
• ProductLine
• WarehouseDesc

Like

• ItemCodeDesc

Default Order'

ItemCodeDesc Ascending