Customer Display Options
Customer display options let you control how customers are displayed on OpenAir forms.
The following settings are available:
Show additional fields for search
If you have multiple customers with similar names, additional information may be needed to identify the correct customer record when selecting a customer from a dropdown list or using the Customer search on entity forms.
Use this setting to select which additional fields are shown in the dropdown lists and search results.
By default, the customer dropdown lists on entity forms only include the customer Name. When the Number of entries to display in Customer dropdowns is set to a finite number in your personal settings, a search tool is also available. By default, the search results only include the customer Name.
You can configure OpenAir to show up to three additional standard or custom field values separated by a comma on the customer dropdown lists and search result lists if your role allows you to view the information.
The additional field values also show on Customer dropdown lists when using the Redesigned Advanced Filters optional feature.
