Search
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.
- AR Customers
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. AR Customer Contacts
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. AR Customer Orders
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. Invoices
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. Prospects
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. Email/Phone
This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices)
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
2. Items
Exact
- City
- ZipCode
Like
- CustomerName
- AddressLine1
- TelephoneNo
- EmailAddress
Default Order'
CustomerName Ascending
