When creating a sales order, if I click the magnifying glass next to the customer search box, is there a way to add a searchable field in that pop up window? We would like to be able to search by Primary Contact Name in that pop-up box.
Solved
Add a searchable field in "Customer" search in Sales Order Screen
Best answer by BenjaminCrisman
+4
+14Hi
To achieve this,
1) You need to override the customer selector to add the primary contact name.
2) Add this contact name to fastfilterfields section in customization editor.
Hope it helps!
Thank you everyone! I’m learning customization work now so just needed to know if it was worth looking into this has been super helpful!
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