When customer is paying a bill then asks for details, we need to exit payment screen then search in the Customer Detail.
This is already possible when in a sales order. Just needs added to payment
| Date Submitted | Jan 8, 2026 |
| MerchantAg Modules | Admin |
| MerchantFIN Modules | Admin |
| Product | MerchantAg |
| Who will benefit from this idea? (Department and/or Job Title) | Admin front office |
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What problem does this Idea solve?
Flow of customer service |
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