search accounts by case number

+2 votes
asked May 6, 2015 in How To by Satmar
is there an option to search accounts by vouchers case number under the accounts tab

2 Answers

answered Jan 29 by Admin
selected Jan 31 by Admin
Best answer
Added option to search by students DOB.

You can also search by students name. So its only if you have a lot of students with the same name will you need this DOB option.
commented Jan 31 by Tashbar
I updated the program and I don't see the option
commented Jan 31 by YakovKantor


commented Jan 31 by Tashbar
I updated again and I see the new option.

Thank you!
commented Feb 5 by BYBZ
Thank you!
answered May 6, 2015 by Admin
Voucher Case Number? If yes you can search under query additional info in reports.
commented May 6, 2015 by Satmar
I meant to ask: instead of opening accounts by last name\address\phone number under the accounts tab I would like to open an account using the vouchers case number.
commented May 6, 2015 by Admin
No, There isn't such an option. When do you need to look up so many voucher case numbers?
commented Jan 17 by 105
Hello, i am refering now to the question from a few Years ago, but it still applies and still needed very often.

we need to be able to search by Voucher Case Number when we get notices in the mail with only a case number we need to be able to search by case number.

please advise if this is possible,

Thank you,
commented Jan 17 by Admin
Same answer still applies. You can search for it by query.
commented Jan 18 by BYBZ
what about DOB, only by Query? this makes it very cumbersome, every time we need to search for a child. this is not user friendly. Please understand that recently many children are getting vouchers and there are many documents coming from various agencies that only refer to a child's name with their DOB and case number.

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