Search function in names list
Hello, is it possible to create a search function in Reckon desktop?
On occasion we have known the customer name but can't recall their company name. Is there a way of searching the system to call up the name from the customer information details that are in the system? Same thing occasionally occurs with Suppliers.
Thanks Ann
Answers
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In the Reckon Accounts Enterprise desktop product there is a search function.
In the example above you can see two customers.
Customer 1 as a company named "Company 1"
Customer 2 as a company named "Company 2"
Using the Find field with the search term "Company 1" and clicking the magnifying glass button will bring up, Customer 1 and the View field will show "Custom Filter…" since a search was performed.
Searching the Reckon Help and Support Centre | Asking good questions on the Community
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You can do a find by many criteria, just open the file window (ctrl F) and click on advanced, and enter whatever criteria you wish to search by - customer, address, date, amount etc. you can put the Find icon on the toolbar for easy access if you prefer to use instead of Ctrl F
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Thank you, I will try this.
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The Find feature (shown above in Lists) searches your database within record info.
The Find feature (via the Edit dropdown menu) searches transactions 😁
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Reckon Staff 
