The customer filter instructs the report to return transactions that were entered into ReceivablesPro for a specific customer. The filter will not permit you to display transactions from multiple customers. For example, by typing “Smith” into the box, you cannot return transactions for all customers with a last name of “Smith.”
The customer filter
is a context-sensitive adaptive search. This means that you can enter
any three character part of a customer’s first name, last name, or company
name in the Search field,
and the search will return all matches for that string. In the example
shown below, the search string “pell” returned matches for a customers
with a last name of “Pell” as well as companies that have names containing
“pell.”
NOTE: You can also enter the customer’s complete
Customer ID in the Search field to locate the Customer Record.
Adaptive search does not work with Customer
ID.
Follow the steps below to create a customer filter:
Enter any 3 character part of a customer’s first name, last name, company name in the Search field, or enter a complete Customer ID.
Click on the customer you want to use as a filter from the list of matches.
The drop-down box will close, and the table will be filtered based on the customer you selected.
To remove the customer filter you must clear all filters by clicking the “clear search” link.