Kaizen #82 - Search Records API(V4)

Kaizen #82 - Search Records API(V4)

Hello everyone!
Welcome back to this week's Kaizen post!
Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module.

First off, let us discuss:

When you should use the Search API

You can also use this API when you want to search for a specific text, phone or email in the records of a module, or when you want to do a text-based module-level word search. Search API is the go-to API when you know the details like email, phone or a specific text, but not the individual IDs of the records.

For example, when you want to render a search box in your web/mobile UI, and do a module-level search for the word, use Search Records API.

Search vs Query API

You should use the search records API when you want to perform a text-based search across the module, search for phone or emails fields exclusively, and when you do not know the record IDs.
You can also opt for this API when the maximum number of records you want to fetch per API call is less than 200.

Use the query API when you want to use advanced comparators to query for records from a custom view(without actually creating one), do a cross-module search(through lookup fields), or use aggregate functions.
Opt for this API when you want to fetch up to 2000 records in an API call.

Encoding

When there are parentheses or a comma in your search value, you must escape them and then encode the characters. For example, to search for Patricia(Boyle), you must escape the parentheses as Patricia\(Boyle\) followed by encoding the value as Patricia%5C%28Boyle%5C%28.
When there are special characters in the search value such as +, : etc, you must encode them. Example: Modified_Time%3Agreater_equal%3A2023-04-20T05%3A58%3A06%2B05%3A30 for
Modified_Time:greater_equal:2023-04-19T05:58:06+05:30

Request Details
Request URL: {{api-domain}}/crm/v4/{{module_api_name}}/search
Scope: ZohoCRM.modules.{module_name}.ALL/READ (and) ZohoSearch.securesearch.READ
Parameters specific to Search API: email, phone, word, criteria
Other parameters: fields, converted, approved, page, per_page

1. word

Use this parameter to do a global search of a word in all records and fields of the module.
Note that the search term must have at least three characters to perform a search.

Example
{{api-domain}}/crm/v4/Contacts/search?word=ABC&per_page=3&fields=Last_Name,Account_Name,Full_Name

The response contains the records that have "ABC" in any of their fields.

Response
{
    "data": [
        {
            "Full_Name": "test2k abc",
            "Last_Name": "abc",
            "Account_Name": null,
            "id": "3652397000011831001"
        },
        {
            "Full_Name": "Daly",
            "Last_Name": "Paul",
            "Account_Name": {
                "name": "ABC",
                "id": "3652397000007505116"
            },
            "id": "3652397000007505119"
        },
        {
            "Full_Name": "test2000",
            "Last_Name": "test2000",
            "Account_Name": {
                "name": "ABC",
                "id": "3652397000003098017"
            },
            "id": "3652397000009873004"
        }
    ],
    "info": {
        "call": false,
        "per_page": 3,
        "next_page_token": "74d1d2c0xxx5fe1b",
        "count": 3,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": "2023-04-22T16:48:05+05:30",
        "sort_order": "desc",
        "email": false,
        "more_records": true
    }
}

2. email

This parameter searches the email fields(including custom email fields) of the module and returns the matching records.
If you have special characters in the email ID, you must encode them to get the exact records.
If you do not encode, then the response will have all the records with the matching email ignoring the special character. 
For example, if the email ID is p+boyle@abc.com, and you do not encode, the response will contain email IDs such as p.boyle@abc.com, p.boylex@abc.com, p.daly@zylker.com etc. 

Example
{{api-domain}}/crm/v4/Contacts/search?email=p%2Bboyle%40abc.com&fields=Email,Last_Name

Response
{
    "data": [
        {
            "Email": "p+boyle@abc.com",
            "Last_Name": "abc",
            "id": "3652397000011831001"
        }
    ],
    "info": {
        "call": false,
        "per_page": 200,
        "next_page_token": null,
        "count": 1,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": null,
        "sort_order": "desc",
        "email": false,
        "more_records": false
    }
}

3. phone

This parameter searches the phone fields(including custom phone fields) of the module and returns the matching records.

Example
{{api-domain}}/crm/v4/Contacts/search?phone=%2B075-244562374&fields=Last_Name,Phone

Response
{
    "data": [
        {
            "Last_Name": "Smith",
            "Phone": "075-244562374",
            "id": "3652397000010134055"
        },
        {
            "Last_Name": "Gayle",
            "Phone": "+075-244562374",
            "id": "3652397000011831001"
        }
    ],
    "info": {
        "call": false,
        "per_page": 200,
        "next_page_token": null,
        "count": 2,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": null,
        "sort_order": "desc",
        "email": false,
        "more_records": false
    }
}

4. criteria

Use this parameter when you want to search for records based on a certain criteria. 
The format is (({api_name}:{operator}:{value})and/or({api_name}:{operator}:{value}))

The following table gives you the field types and the operators you can use in the "criteria" parameter.

Field Type
Operator
Date, DateTime
equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Integer, Currency, Decimal
equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Boolean
equals, not_equal
Lookup(user/owner)
equals, not_equal, in
Picklist, Autonumber
equals, not_equal, in
Text, Email, Phone, Website
equals, not_equal, starts_with, in


Let us discuss each of these field types with examples.

4.1 Date in criteria

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in

{{api-domain}}/crm/v4/Deals/search?criteria=(Closing_Date:between:2022-12-10,2022-12-21)&fields=Last_Name,Amount,Closing_Date

4.2 DateTime in criteria(search value encoded)

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Here, the value in the Modified_Time field is Modified_Time:greater_equal:2023-04-19T05:58:06+05:30 and contains the special characters :, +, -. So, you must escape these characters and then encode them. 
The encoded value is Modified_Time%3Agreater_equal%3A2023-04-19T05%3A58%3A06%2B05%3A30

{{api-domain}}/crm/v4/Deals/search?criteria=Modified_Time%3Agreater_equal%3A2023-04-19T05%3A58%3A06%2B05%3A30&fields=Last_Name,Amount,Closing_Date

4.3 Currency and Decimal in criteria

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in

{{api-domain}}/crm/v4/Deals/search?criteria=((Probability:between:70,90) AND (Amount:less_equal:75000))&fields=Amount,Probability

4.4 Boolean in criteria

Supported operators: equals, not_equal

{{api-domain}}/crm/v4/Leads/search?criteria=(Email_Opt_Out:equals:true)&fields=Last_Name,Company&per_page=2

4.5 Lookup in criteria

Supported operators: equals, not_equal, in
Here, Account_Name is the lookup field in the Contacts module and points to the Accounts module.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Account_Name:in:Zylker,ABC)&fields=Last_Name,Company,Account_Name&per_page=5

4.6 Picklist in criteria

Supported operators: equals, not_equal, in
Here, Languages_Known is a custom picklist field in the Contacts module. This request fetches all the records that contain "English" or "French" or both in the Languages_Known picklist.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Languages_Known:in:English,French)&fields=Last_Name,Company,Languages_Known&per_page=5

 4.7 User/Owner Lookup in criteria

Supported operators: equals, not_equal, in
To search based on Owner fields, you must use the ID of the users as the search value.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Owner:in:3652397000000186017,3652397000000281001)&fields=Last_Name,Company,Owner&per_page=5

4.8 Text in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Department:starts_with:s)&fields=Last_Name,Department

4.9 Email in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Email%3Aequals%3Ap%2Bboyle%40abc.com)&fields=Last_Name,Email

Here, the email "p+boyle@abc.com" has a special character(+) and so, must be encoded to get the right response.

4.10 Phone in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Phone%3Ain%3A%2B075-1111111%2C888-555-2145)&fields=Last_Name,Phone

Here, the phone numbers +075-1111111 and 888-555-2145 are the search values for the Phone field. As they both contain special characters, we have encoded them. 

4.11 Website in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Leads/search?criteria=(Website:starts_with:https)&fields=Last_Name,Website

Note

  • You can search for a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions.
  • When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company fields.
  • When you use "equals" with a single condition and search for a field, like (Campaign_Name:equals:CRM), the response will contain only those records whose Campaign_Name is "CRM" and not records with "Best CRM" or "Latest CRM" in their Campaign_Name fields.
  • The phone, word, and email parameters search for all fields whose datatype is phone, text, and email, respectively. But, when you use them in the criteria parameter, the search is restricted only to that particular field as you give the field's API name.

We hope you found this post useful. We will see you next week with another interesting post.
Let us know your questions and feedback in the comment section, or write to us at support@zohocrm.com.


Cheers!

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Kaizen #197: Frequently Asked Questions on GraphQL APIs

                                                              🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                            • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                              Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                            • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                                              Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
                                                            • Kaizen #193: Creating different fields in Zoho CRM through API

                                                              🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                            • Client Script | Update - Introducing Commands in Client Script!

                                                              Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner






                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • WhatsApp Channels in Zoho Campaigns

                                                                                                              Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                            • error : Object code : 6500

                                                                                                              b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
                                                                                                            • I got unknown charge from Zoho

                                                                                                              Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
                                                                                                            • How can I see content of system generated mails from zBooks?

                                                                                                              System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                            • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                                                                                              Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                                                                                            • Function 56: Automatically enable the option for customers to pay via bank account

                                                                                                              Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
                                                                                                            • Attach Files to Your Notecards and share them on the go!

                                                                                                              Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
                                                                                                            • Can i connect 2 instagram accounts to 1 brand?

                                                                                                              Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
                                                                                                            • Workdrive on Android - Gallery Photo Backups

                                                                                                              Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                                                                                            • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                                                                                              Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                                                                                            • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                                                                                              Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
                                                                                                            • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                                                                                              Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
                                                                                                            • How to searchByCriteria records that are under approval?

                                                                                                              I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
                                                                                                            • Power of Automation::Streamline log hours to work hours upon task completion.

                                                                                                              Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                            • How to add Simple Analytics to Zoho Pages?

                                                                                                              I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
                                                                                                            • End Date in Zoho Bookings

                                                                                                              When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                                                                                            • Cant seem to delete an email account

                                                                                                              Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
                                                                                                            • Commerce Order as Invoice instead of Sales Order?

                                                                                                              I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
                                                                                                            • Import data into Multi-Select lookup field from CSV/Excel

                                                                                                              How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
                                                                                                            • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                              Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                            • Script that deletes a record?

                                                                                                              We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
                                                                                                            • A formula that capitalises the first letter of each word

                                                                                                              Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
                                                                                                            • Reverse payment on accidentally closed invoice.

                                                                                                              An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
                                                                                                            • Quotes in Commerce?

                                                                                                              In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
                                                                                                            • Zoho Commerce - Mobile Application

                                                                                                              Does Zoho Commerce have a mobile application for customers to place an order?
                                                                                                            • Register user through Phone Number by Generating OTP

                                                                                                              In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
                                                                                                            • Custom Buttons for Mass Actions

                                                                                                              Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
                                                                                                            • Zoho Vault Passwords

                                                                                                              Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
                                                                                                            • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

                                                                                                              I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
                                                                                                            • Zoho Creator to Zoho CRM Images

                                                                                                              Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                                                                                            • 【Zoho CRM】レポート機能のアップデート

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
                                                                                                            • Translation in zoho bookings

                                                                                                              We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
                                                                                                            • Is there any way to bill one client in different currencies on different invoices?

                                                                                                              I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
                                                                                                            • API name for all fields in Zoho Project (Standard or custom)

                                                                                                              Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • Zoho Assist not rendering NinjaTrader chart properly

                                                                                                              Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays
                                                                                                            • Involved account types are not applicable when create journals

                                                                                                              { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
                                                                                                            • Adding Social Media Buttons to Basic Campaigns

                                                                                                              Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!
                                                                                                            • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                              When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                            • Best way to schedule bill payments to vendors

                                                                                                              I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
                                                                                                            • Next Page