Search by Billing Address in UB4
When searching for a customer, the ability to search by the billing address is extremely helpful. We receive a lot of checks in the mail that do not have account information on them and we use the search field by billing address quite often in CBSW. With these types of situations, searching by the billing address becomes the only way we can easily identify which account to post the payment to correctly.
Stacy Taylor
shared this idea
Thank you for sharing your suggestion regarding the ability to search by billing address. We completely understand how important this feature is for situations where checks arrive without account information, and we appreciate you taking the time to explain its impact on your workflow.
We’re excited to let you know that in our latest update, we’ve added the option to enable Legacy Search through Settings > Preferences. This enhancement brings new search functionality and introduces many additional search options to make finding customer accounts even easier.
Thank you again for helping us improve!