The customer and vendor search lets you search for customer or vendor record using whole words, phrases and wild cards, via either the customer and vendor lists or the quick search box on the top right-hand side of the menu bar.
You can search across the following fields using the text search box:
- Company name
- Contact name*
- Email address*
- Email address 2*
- Email address 3*
- Telephone 2
- Company web address*
- eBay username
The fields marked with an asterisk (*) will return a fuzzy match, with the best match at the top of the results list. Those without return exact matches, where only identical matches are displayed.
These searchable fields do not need to be added as configurable columns in order for contacts to be found when searching for these terms.
Along with the text search box, the customer and vendor list allows you to search on some specific fields by clicking "Show filter" then "Add additional filter".
The fields you can search on are:
- First name
- Last name
- Email address
- Telephone 2
- Credit limit
- Credit terms
- Last order date
- Customer and vendor custom fields
The additional filters give you a little more flexibility as you can select whether the field:
- Does not contain
- Is greater than (numeric fields only)
- Is less than (numeric fields only)
- Is equal to
- Is not equal to
the search term you input.
Using the search
Search on whole words
You can search on whole words to produce more relevant results. For example, searching for "tennis" in your contacts will display results containing the word "tennis".
Search for complete phrases
You can narrow down your search by searching on complete phrases. To search for a complete phrase, wrap the phrase in inverted commas (").
For example, searching for "tennis company" without inverted commas will display results for all contacts with "tennis" or "company" in the contact record.
If you now amend your search to include inverted commas, you will now only see results for contacts containing the complete phrase. Contacts with just "tennis" or "company" included in their records will not be shown.
Wildcard and unknown characters
You might find there are occasions when you cannot remember the entire name or company name of a contact.
Rather than having to search through your entire contact list, you can use wildcards to help find the contact records.
Take the example of searching for a company called "Lonestar Baseball". You remember that the company name contains "star baseball", but you can’t remember the rest of the company name.
If you search for "*star baseball", Brightpearl will see the asterisk as an unknown character and will find all contacts that end with "star baseball".