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Saving Customer Search Display

The ability to save Column Order & Width in the 'Contact Manager: Customer Search' screen, as you can in the 'Finding a Customer' screen.

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    Dave Z. shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • AdminRuss - NewHaven Software (Product Manager, NewHaven Software) commented  ·   ·  Flag as inappropriate

        To clarify this request for other voters:

        There is a CMS (workstation-specific) setting called 'Save Column Order & Width in Find Customer' that allows you to reorganize the columns and their widths in the search results when using Find Customer. If the setting is not used, search results will always be displayed using CMS's default.

        Another means of search for a customer is the automatic search that takes place as you start entering a new customer into Order Entry or the Contact Manager. CMS displays a list of 'Candidates' of names in your mail list that could match the one you are typing in. More of a reactive search vs a proactive search.

        The request here is to allow changes to the search results in the candidates list to also be governed by the above setting, retaining the column order and widths for future searches on that workstation.

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