Add search for "business name" to search field, not just person's name or email address
Merchant charges other businesses for products. They need the option in Virtual Terminal search field to search the business name and not just by a person's name and email address as the people and email addresses may change from time to time. In the customer field the business name is an option, requesting that be added to the search field to easily locate the correct business to be charged.
Kevin Hydorn
shared this idea
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Peter Mariani commented
We are a B to B company. My invoices are to a business no to a person. I should be able to do a search on a transaction by company name as I could in payeasy
none of this info in retained "Search transactions by ID, transaction number, last 4 digits on the payment card, external ID, or invoice ID"
If I type in the company name the field when setting up the payment the field and info is there why can I not search for it?
The lack of this search feature is a gross oversite by the coders and greatly extends the time to reconcile the cc payments or answer customer questions about charges.
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Michael Leslie
commented
The "add a new customer" form does not have a business name field. This should be a quick fix and I'm surprised this has not been added already. It's been over two years since Kevin reported this issue. This is an issue not an idea. My CASE# MI001082642