Documents, naming and customisation · Guide 553 of 624
Search by a specific field
Make RockifyERP search a document type by extra fields, such as a customer’s phone number.
How to do it in RockifyERP
- Open Customize Form for the document.
- Add fields to Search Fields.
- Save. Searches now match those fields too.
Tip: Adding phone numbers to customer search speeds up the counter.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.