Vision Product Ideas
Your ideas really do matter
Your ideas really do matter
When a customer does not know their account number I have to search it up by entering their address, and it pulls up current active along with all inactive accounts connected with that address. It would be so much easier to just pull up the active account only.
In the receipt, the account number drop down has a column "Active". Use the filter to set to active only.
How do we activate this filter? This is a real problem with co workers pick the first account with the address.
The system already has a sort function in Cash Management that allows you to filter to active only.