Customer Search Default as Customer Number
Currently I do an ACH file outside of UMS that I send directly to our bank. When collecting the $$ amounts to build this file, I look up each customer by A/C #. I always go back after done and re-check the $$ amounts. Having to double click the mouse on the A/C# field every time is monotonous. Our old program defaulted to A/C#. If you wanted to look up by name or address, you simply clicked that. When you have customer that also know their account numbers, this would be very speedy. Wouldn't have to click "clear" "Search" "type of search" then type in an account number.
JODY
shared this idea
This feature is already available with UMS version 6.9. For details on setting this up, please see https://cusits.zendesk.com/hc/en-us/articles/33959107813012-Last-Search for details or contact technical support.