When doing a search under the Client menu, search option, you can enter any part of the name and it will find the client. However, when you search for a client name in Time Entry, it only searches the beginning part of the name. This is a problem for individual's names in the system. For example, John Brown. You can't find him by entering Brown into the search field. If you enter John, you will get a list of too many to scroll through. You have to actually click on the search button and expand the full search. This is much more time consuming then being able to search in the field by any portion of the name.
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2 comments
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Kevin Rookey Hey Lisa, Support should be able to fix that for you. We ran into the same and they changed it so that we can type first or last name or even the spouse name or client code in time entry. For example if client # 30344121 is John & Susan Brown, we can type any of the following - John, Susan, Brown or 30344121 and get a list including the client. the more we type the more focused it becomes. We do get an error when entering "John &" due to the "&". Unfortunately, the expenses don't work the same.
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Michelle Harris Hi Lisa
Support can certainly change this for you - it is a small change to the sp.
Michelle
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