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.

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    Jaime Stanley
    jstanley@iecis.com
    Inside Edge CIS
    Eagan MN
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Customer with DBA Name

    GOLD CONTRIBUTOR
    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.

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    Jonathan Van Houtte
    Architect
    XLstatements, LLC
    Clifton Park NY
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    Academy - Online Interactive Learning from Experts