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

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Datarec

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.

Kris_Williams

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

Ann_10524711

Thank you, I will try this.

Acctd4

The Find feature (shown above in Lists) searches your database within record info.

The Find feature (via the Edit dropdown menu) searches transactions 😁