Phone Access
We got a request to be able to lookup the Customer or Vendor by the primary phone number.
Since we are already using the lookup by number, the new lookup by phone number uses a ‘#” (pound sign) as a prefix to indicate a phone number.
The entry can be any part of the phone number
- #5037602167
- #(503) 760-2167
- #503 760-6697
- #6697
The popup will display all the customers or vendors with a matching phone number.
So, if we enter #6697, the popup will display all customers with ‘6697’ in the primary phone number:
The entry field will replace the #6697 with the first match:
Archive records are skipped with this option.
Page 1 — customer / vendor lookup
Page 2 — archive access
Page 3 — phone access
