Name of Feature/Request:
Ability to search by Memo on the customer AR Transactions page
What financial, time savings, or quality of life improvements will occur from this:
Frequency: Multiple times a week. | Being able to easily search for a specific Memo at the customer level will help with locating that information quicker and more efficiently.
Attempted Solutions So Far:
It has been recommended to create a custom report using the Transactions Data Set and use the ‘Refine Results’ feature to filter by Memo.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
The user tracks Important customer information using the Memo field.
StrivenID: 4729200