Enable Add Record in the Search Results tabs

This would facilitate an efficient workflow, for example, adding payments.

  1. Search Payments using Quickfind, entering Request ID. You want to do this here as it is the fastest way of listing Payments for a Request, and it enables you to use the precise view of the data that you need to review existing payment data

  2. Add a payment - would be great to do that here, but instead you have to find the request, open it, and go to Related Records, Payments.


If the existing payment search results include payments for more than one Request, then a Request ID would need to be provided, otherwise, the current Request ID would be automatically applied.

  • Justin Finighan
  • Oct 23 2021
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