Friday, May 10, 2019

Customer Saved Search > ID field is not showing

Users may encounter a Customer Saved Search which is not showing the Customer ID field.

Consider the following:

1. The ID field on Customer Saved Search is only shoiwng if
Auto-Generated Numbers for Customers is Enabled.
2. Enabling this feature will make the Customer ID: a combination of a number and the Company Name.
3. If the users requirement is to pull up the Customer ID (when Auto-Generated Numbers for Customers is Disabled) on their Customer Saved Search, use the field called Name instead. This will pull up the Customer ID value on your Customer record (when Auto-Generated Numbers for Customers is Disabled).

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