Search: Difference between revisions

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'''How searches work'''
'''How searches work'''


Here we will outline how the search works per entity. We break this down to EXACT and LIKE matching.  
Here we will outline how the search works per entity.
 
We break this down to EXACT and LIKE matching.  


# AR Customers  
# AR Customers  

Revision as of 12:38, 25 March 2024

You can search across

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

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.

  1. AR Customers

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending