We would like to have the ability to search by both names and account numbers simultaneously when using Customers or Vendors as financial tag values. This search functionality should be similar to the current search feature for customers or vendors on a journal or invoice, where searches can be performed by name or account number at the same time. The existing system, which requires searching by name or by account number in separate lists, is cumbersome for users. A unified search capability will greatly improve user experience and efficiency.

Please refer to Support request number 2412031410003891

Ahmed Adel Ali Hafez and Shady Hesham (MS support consultants) worked on this issue and both agree this is essential functionality.