Phone Order Customer Search fails with company names while Customer page search works with these?
Please index all customer fields for search. Bringing up customers is proving problematic for phone orders.
Seems obvious that you should be able to search by company name when creating an order manually for a company... is this software only for mums and dads or serious business users? Essential feature is to search by company / business name is missing in the create an order section so you can call up that customer. Currently you have to search in the customer list and then go and create an order which doubles the process...
Yes! I've begged for this EXACT thing! PLEASE make the Phone Order search criteria consistent!
Sue Berk commented
AGREE 100%. please add this!!!
This is the same as "Add the option to choose company name on phone orders" and that has votes also. These should be combined.
debra long commented
Add the option to choose company name on phone orders. As it is now, you have to know the persons name from the company and it often changes depending on who is ordering that day
Jim Vlahos commented
For Phone Orders, add a field to search for customer by Company Name.
This helps when the customer's purchaser has changed and you can't remember who the former purchaser was (and you've got your customer on the line and your wasting their time fumbling around in old orders).