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Categories CRM App
Created by Guest
Created on Apr 30, 2024

Sales Order Tab - Search Improvement

When in the Order search tab https://crm.prospect365.com/view/Report/Sales-SalesOrderHeaders the search results only return results for complete order numbers that are in the format stored in the CRM - for example in Access Dimensions my Sales Order number is 12345 but it is stored in CRM as 0000012345 so i get no results for searching 12345, i have to enter 0000012345 to get a result. I can't force it to use %12345 either.

Also the 'Search orders' box returns no results for content within the displayed columns eg company name.

If it could return results for 12345 then this would be a significant improvement.

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