Skip to main content
Level 2
December 7, 2019
Solved

Is there a way to look up a client through a phone number instead of thier last name?

  • December 7, 2019
  • 2 replies
  • 21 views
No text available
This topic has been closed for replies.
Best answer by mojocpa

Try Settings, Display, Client information, then select the type of phone number you want. Then add it to the display on the right by selecting the greater than symbol. Then select  ok at the bottom. In the Clients screen select the phone number heading and drag it to the far left. 

2 replies

mojocpaAnswer
Level 6
December 7, 2019

Try Settings, Display, Client information, then select the type of phone number you want. Then add it to the display on the right by selecting the greater than symbol. Then select  ok at the bottom. In the Clients screen select the phone number heading and drag it to the far left. 

Level 6
December 7, 2019
I just tried it and it works for me. I wonder why the unhelpful vote?
abctax55
Level 15
December 7, 2019

Dave...you got the no vote because you are so, so wrong.  Your answer shows how to find THEIR last name.  The OP asked about *thier*.

HumanKind... Be Both