I'm not sure if this is what was meant by "extend this to the dashboard search", but what would be enormously helpful would be to be able to Global Search using Contact Account Numbers.
This would hugely simplify resolving contact name ambiguities directly from bank feed (ie. statement) data on the Bank Reconcile screen.
I'm not sure if this is what was meant by "extend this to the dashboard search", but what would be enormously helpful would be to be able to Global Search using Contact Account Numbers.
This would hugely simplify resolving contact name ambiguities directly from bank feed (ie. statement) data on the Bank Reconcile screen.