DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Searching custom fields relating to Customers?


#1

Hi there - I know you set up the ability to search on custom fields in the Inventory section and I wondered if it was also possible to do this within the Customers section as well? Thanks very much.


#2

You can do it. But first you need to mark custom field to be shown as a column on customer list.

See: http://guides.manager.io/businesses/settings/custom-fields/custom-fields-as-columns


#3

Brilliant - thanks Lubos - I’ve just downloaded the latest version which enables me to do this so that’s perfect.

I keep recommending you to everyone I know as think this is a great programme and your help and constant development of the programme is brilliant!
Anne