Introducing: A smarter way to select Customers
News posted by David Mays 6 years ago
Hi there! My name is David and I'm one of the Developers at Clear Books. I thought I'd take this opportunity to use the new News Feed to let you all know about a new feature that we've been working on.
Over the coming days, you'll notice that the Customers field will start to behave differently. Up to now, the Customer option for Invoices has been a drop-down menu where you scroll through the list until you find the Customer you're looking for. Now, you'll be able to search through Customers by typing with your keyboard. Clicking the Customers field will open a menu as before, so you can still scroll through the options by hand, but you will now also have the choice to filter your list down to relevant names.
The search supports partial searches and initials and will also be able to suggest names with very similar spellings and allow you to find name with spelling mistakes, so for example:
- "Tim" would give you "Tim Fouracre"
- "Fouracre" would also give you "Tim Fouracre"
- "Jon" would return "John Smith"
- "JS" would also return "John Smith"
Once you have highlighted the Customer you're looking for, you can press TAB or ENTER to select it, or you can click on it with your mouse. If you want to cancel your selection, you can click away from the control or press ESC on your keyboard.
Once the feature goes live, you'll be able to use this control to select Customers and Projects on Invoices, Credit Notes, Quotes and Purchase Orders, and to select Suppliers for Bills.
If you're one of our users who has amassed a respectable number of Customer, then I'm sure you'll find this change very welcome.
We would really appreciate any feedback you could give us on this new feature - praise and problems are very welcome!