Zoho Invoice - New Invoice - Customer Search - dropdown list does not user friendly

Current situation:

- customer calls and wants to place a new order (on our end we would create the invoice)

- you go to INVOICES / CREATE NEW INVOICE

- the customer gives his name (sometimes his first name, sometimes his last name)

- when entering the name in CUSTOMER NAME, the app filters the contacts as per the first letters typed

Problem:

- one in two times the desired entries do not show up in the drop down because the system filters them by the first digits. If a salutation has been entered, it will take SALUTATION, otherwise the first name. Last name is not considered.

Current workaround:

- try all alternatives in the CUSTOMER NAME field (e.g. Mr Joa...., Joakim....)

- go to search screen

--> If you are entering a few hundred invoices per day, it becomes a hassle to always to to the detailed search.

Desired solution:

- when typing in the name, it shortlists all names containing the string, independent if it is in the salutation, first name or last name. Just as it is in the search on the top left.

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Topic Participants
Joakim
Boobala.A
Herb Wexler

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