Open Forum

Customer with DBA Name

  • 1.  Customer with DBA Name

    Posted Jul 30, 2020 10:06 AM
    I have looked for the answer on here and can't find it.  Is there a way to enter a customer with a DBA Name so that the system searches for either the DBA or the Parent customer name?  I am currently entering the DBA in the Attn field due to the character limit in the Name field.  Thank you for any advice you can offer.

    Jaime Stanley
    Inside Edge CIS
    Eagan MN

  • 2.  RE: Customer with DBA Name

    Posted Jul 30, 2020 10:25 AM
    No, there's no functionality like that. You could ask your partner to alter the Customer_All and Customer_Active PVs to add the Attn column. That will allow you to search on that in the relevant screens.

    Jonathan Van Houtte
    XLstatements, LLC
    Clifton Park NY