Tuesday, November 13, 2018

Search transaction with memo as keyword via Global search

Problem:

Customer cannot remember transaction number but he knew the memo.

He wants to search transaction with memo as keyword via Global search

Answer:

This is still an enhancement (Enhancement: 82717) -  Global Search > Have the Memo Field (on Transactions) be a search-able field when using the Global Search

As a workaround:
1. Create custom field instead of using the standard memo field

a. Navigate to Customization > Lists, Records, & Fields > Transaction body Fields > New

b. Mark the Global Search box

2. On Applies To tab> Select the transaction where you want to apply the field.

3. Under Display tab> Select Main on Subtab.

4. Save

 

 

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