shaneh Posted July 21, 2008 Share Posted July 21, 2008 Hi, At the moment when I go to Orders -> Place New Order it only lets me choose the client by their firstname lastname. Is it possible to change this so that it displays the company name instead? Thanks, Shane 0 Quote Link to comment Share on other sites More sharing options...
uberhost Posted July 21, 2008 Share Posted July 21, 2008 The way we do that is to use Intelligent Search to input their name, click on the resulting match, then on the "Add New Order" link on their Summary page. 0 Quote Link to comment Share on other sites More sharing options...
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