Company Name isn't searchable | Voters

Company Name isn't searchable

planned

Chris Hill

If an account is set up and 'company name' field is used, this does not appear when searching for a work order. Adding the Company name into the Customer Name is a suggested 'work around' when you know the specific field is not functional, but it's too late by then.

May 25, 2022

Neil McQuillan - CEO Citrus-Lime

This is a screenshot showing the new customer search in Backoffice 2.0

Neil McQuillan - CEO Citrus-Lime

Merged in a post:

Search customer by company

Chris Calvert

It would be great if we could search for customer based off of the "Company Name"

When I ring out a company that has several different divisions, I need to be able to recognize what each division of the company is as opposed to who the contact person is.

5 days ago

Suzy Weightman

marked this post as

planned

Hi all, 
This will be in the May release of Cloud POS. 
We've added the Company field to the Customer Search grid in the POS (it will also be in the Back Office grid in 2.0 launching later in the year). 
Thanks, 
Suzy

Suzy Weightman

Merged in a post:

Searching for customers by company name

Julian Weightman

We have a number of account customers who are companies so we look for the account via the company name rather than an individual, could this be added as a search option for finding customers as businesses are customers too?

November 6, 2024

Suzy Weightman

Hi all, 
We have plans to add the Company field into the Back Office 2.0 customer grid. 
Would this also be helpful in the Customer grid in POS? 
In terms of adding Company Name to the quick customer search in the POS, this isn't something we'll be able to action without having a considerable impact on the speed of the search due to the number of fields we're already searching. 
Thanks, 
Suzy

Ben

Suzy Weightman Yes, it is required in POS customer grid as well as back office.

Tim Staton

We have a similar comment/suggestion/request when it comes to managing customers that are businesses. Some things that we would like to see:

Add a check box to set the customer as a business. This would allow you to filter customers by type between a customer and a business as well as enabling some of our suggestions below.
Make the notes field searchable. We put the main contact(s) for the business in the notes field.
Do not require a last name in business customers. We put the business name in there again and it results in duplication of the biz name on receipts and the like.