Ideas for Acumatica

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Extend standard field search functionality into Projects

It would be most helpful for the standard field search functionality found throughout most of Acumatica be extended into Projects.  Specifically, on the Project Transactions screen in the Customer/Vendor field, when a customer or vendor name is keyed in to the field, only the ID field is searched.  On other screens, such as the Bills, Invoices, and Opportunities, when a name is keyed in fields for the customer, vendor, or employee, the entire record is searched to identify a possible match - the search is not limited to the ID value.  

  • Michelle Taylor
  • Nov 15 2018
  • Shipped
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  • Admin
    Feedback Admins commented
    8 Jun 09:13pm

    Hi Michelle,

    The feature is available in the 19R2 version and later.

    Best regards,

    Kate