In the Receivables Webinar my AR person saw Mr. Bates find a customer by clicking the find button from the Edit Cust window. There were multiple options to look up a customer, this was not the Smart Finder.

On Mr. Bates system there were options to find a customer by Acct. Number, Customer Name, or by Invoice Number. He could also type in a partial number and press the down key and the first record with those beginning numbers (or letters if by name) would be highlighted. Is there a setting for this? My system has only the option to find by cust. number and the down key brings up the entire list of customers with the first entry highlighted, that is the lowest acct. number.

-RT

Hello RT,

Your AR person saw a teaser for an upcoming release: Receivables 90A.

This feature is not available in 81A.

Hello RT,

Your AR person must be remembering the preview webinar on Adagio Receivables V9.0A, or some sneak preview I might have given.

Unfortunately, this release is not yet shipping, but it's getting much closer (we're running it at Softrak to smooth off some of the rough edges)!

Keep checking the Adagio KeyNotes for information as we roll out this major upgrade and all the various compatibility upgrades (Ledger, Invoices, BankRec, SalesAnalysis, JobCost, Inventory, OrderEntry, SalesCQ and Time&Billing, but not necessarily in that order). Our records show that you are only using Adagio Receivables, so perhaps you might like to contact your Adagio Consultant who has access to a Beta version of this release. However, only work with a copy of your data. Also, any software you might be using that is sending transactions or reading customer information from your AR will require an upgrade to be compatible with the new release.

Thanks for using Adagio!

PS - It's "Andrew"