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Agribusiness Client Ideas Portal
Status PM Reviewed
Created by Guest
Created on Feb 1, 2024

Require status filter when searching for customers

No description provided
Date Submitted Feb 1, 2024
MerchantAg Modules Accounts Receivable
Product MerchantAg
Who will benefit from this idea? (Department and/or Job Title) All users
What problem does this Idea solve?

Client does not want inactive and deleted customers to be found by just typing in the customer name or id. They would like the functionality to be similar to that of items and vendors. If a customer has an inactive or delete status the user should need to select/filter by that customer is found. The attached file shows the customer status filter vs the item status filter.

They feel deleted or inactive customers could accidently be changed, especially if there is another customer with the same name.

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