A new feature with 6.1.7, is a feature that adds an enhanced customer search function to the 'Create New Order Screen'. This function will only appear for "Reps" that have an option to select different customers.
To begin after entering the 'Create New Order Screen' select 'Search' next to Customer. This will open the new enhanced customer search function.
In the enhanced customer search you will be presented with options to search by customer name, customer location, and the full list of customers beneath. Entering in identifiers in either and selecting the 'Search for Customers' button will refine your results in the bottom with any customers that identify with your entry.
In the example below, we searched by 'Seattle'. This removed the entry that does not have 'Seattle' in the location and left the entry that does. To select an entry simply click on the customer you want in the results.
