FOR EXAMPLE: the person setting up the customer master originally may have entered a phone number as (999) 555-1234.
Later when an agent is trying to take an order from the customer asks for their phone number the customer says 555-1234, the agent may enter the number in any of these ways, but the system will not be able to find it:
a. 5551234
b. 555-1234
c. 999-555-1234
RECOMMENDATION: When entering the phone number on the customer master, use the same logic that is used by Outlook. Later when searching for a customer by phone number, use wild card logic that will retrieve the customer from the example above when any of these filter criteria are entered:
a. 5551234
b. 555-1234
c. 9995551234
d. 999-555-1234
e. (999) 555-1234
Comments
Agreed. This is something we will use for customer ordering and it should be also considered for supplier data and information. Partial / wild-card searching has been around for a long time and MS has great tools for this to put into use!
Category: Accounts Receivable
NOTE: The solution should also include international standards i.e. prefix the number with “+” and country code… so for US it would be +1 and for Switzerland +41
Category: Accounts Receivable
agree and it should follow International standards i.e. "+" and country code
Category: Accounts Receivable