Quick search on Customer Account Number

Enable quick search by account number from the main start page by using the Division field to record your customer account number. The Organisation search field on the start page also searches against Division so this is a neat way to create this. Watch out however if you are using your accounting systems account numbers to synchronise data as you will need to use a custom field for this, NOT the Division field.

If in doubt then contact us to discuss. Contact webCRM