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Business partner improvements for active and inactive accounts
Business partner improvements for active and inactive accounts

08/22/22 Active business partner filters and similar matches improvement

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de una semana

Now, while looking for any company on Business Partner window, you can set two new filters:

  • Status: Where you can filter between All, Active or Only deactivated accounts.

  • Max. Records: Where you can set the maximum number of results (60, 120, 180)

This will improve your business partner search process by letting you view active and inactive accounts and limitting the number of results shown.

Once you have performed your search, you will see the status of each account on the Active column:

Also, when creating a new business partner account, a new pop-up window will appear if the company name matches to any similar companies that already exist on our database:

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: August 22, 2022

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