Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.
Stephanie Dooley
shared this idea
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Vanessa McGregor
commented
Better Search functionality is a major downfall of XPM, we use client codes as we have similar named clients and connect clients and a code is imperative to avoid any GPDR breaches - also not being able to add columns to the Client lists to include other fields is not helpful.
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Veronica Swanepoel
commented
Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name
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Tinus Steenkamp
commented
Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name.