Account Enhanced Search (a.k.a. Enhanced Customer Lookup)

Account Enhanced Search (Customer Lookup)

When the Account Enhanced Search feature is enabled, you can enter the following in the Name field to search for an account in Point of Sale lists:

  • Account number,

  • Customer name,

  • Address (line 1), and

  • Company name

For each row, the column cell matching the lookup text will be indicated by a gray background.
Even when more than one column for the same row (customer/account) has a match, only the column with the first lookup match is highlighted.
When this feature is enabled, and you specify text in the Name list, there is no <More> option provided.
The maximum number of matches that feature can display is 70, which means if more than 70 matches exist, the additional results do not display.
You may have to either enter additional text to narrow the selection or use other (alternate) selection options instead.

Want to search by Sort Name?

You may notice that the account's Sort Name is NOT included in the Account Enhanced Search feature.
If you have this feature enabled and you want to search by Sort Name, use the Point of Sale > Database > Account option and then in the Account field, enter the search text and right-click and choose Sort Name to find a matching account record.
When you get this result, you can paste it into the POS Name field in Point of Sale.

Selection_Customer_Enhanced

If you do not enter text in the Name field and you use the alternate menu to search for an account, this feature is not used in the search process. In these cases, the account selection still provides the <More> option, and works as it would without Account Enhanced Search enabled.

Typically, the more text entered, the shorter and more useful the listing of matching results will be.

Interested in the Account Enhanced Search Feature?

Support can enable the Account Enhanced Search feature and pre-populate the lookup tables using their Support Utility.
If for some reason you decide to disable this feature subsequently and then decide to re-enable it, Support will need to repopulate these tables for you.

Wild card searches (using the % character) are not supported when using this feature.