Settings and activity
2 results found
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62 votes
Elin Bark
supported this idea
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141 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
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Elin Bark
supported this idea
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Would be great to be able to search by description and using things like "contains" like in excel so that when clients use descriptors with placeholders that change you could search for part of the description and it looked at it across all contacts etc.