How do you find a customer, vendor or contact, for instance, when you only have an email address or phone number? Or what do you do, when you don’t know, if the phone number is a contact’s phone number or mobile phone number?
I would recommend the Clever Global SearchĀ solution.Ā There may be others options out there as well, but I believe this solution is available for both on-premise and cloud Business Central, offers the functionality you would expect with pretty simple setup, and at a good price point. ? We actually had developed our own “Global Search” tool many years ago for NAV and have now decided going forward that we will just be using the Clever solution for any clients looking for this type of solution.
—————————— Ken Sebahar Solution Systems, Inc. ken@solsyst.com —————————— ——————————————-
Michael Barnes
Member
November 30, 2021 at 2:20 PM
I looked at their site for some material on what it does and came up wanting. Will it support open-ended search for say a document number ? If for example, I provide a SO or SI number, will it simply point to where it is (Posted or unposted, Sales vs Service etc) thus eliminating having to search in every register for it if its status in the workflow is unknown ?
—————————— Michael Barnes IT Manager, Enterprise Systems Kenco Group, Inc Chattanooga TN —————————— ——————————————-
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