Unable to search for client

  • Resolved callumwilson

    (@callumwilson)


    2 weeks, 6 days ago

    Hi Team,

    I’m genuinely impressed with this new plugin — the layout and UI are absolutely sublime. I’ve come across a small issue though and was wondering if anyone else has experienced it or found a fix.

    I currently have around 360 clients/customers imported. They are all assigned the “Customer” role, appear correctly within my WooCommerce customer section, and are also listed within the Clients area of Easy Invoice.

    However, when creating an invoice and selecting a client, the search function doesn’t seem to work properly. If I search by name or email address, it never correctly finds or selects the client, even though I can see a scrolling list of all clients appearing underneath.

    Basically, I’m unable to pinpoint or select the exact client using the search feature.

    Has anyone come across this before or found a possible solution?

    Thanks,
    Callum

Viewing 11 replies - 1 through 11 (of 11 total)
  • Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks, 4 days ago

    Hi @callumwilson ,

    Thanks for the kind words about the UI — really appreciate it, and also for taking the time to write up the search issue so clearly.

    You’ve identified a real bug, and the good news is it’s fixed. The client search behind the invoice/quote builder was filtering results against an internal flag that only existed on clients created through Easy Invoice. WooCommerce customers (and any other users imported from outside Easy Invoice) were technically present in the dropdown list, but the search filter was treating them as invalid, so name and email lookups silently failed even though the list was scrolling past you.

    The fix is in Easy Invoice 2.3.1, shipped today. After the update, the search now matches across:

    • WordPress core fields: username, email, display name, first/last name
    • WooCommerce billing fields: billing_first_name, billing_last_name, billing_email, billing_company
    • Easy Invoice’s own client meta

    It also raises the result limit from 10 to 50, which is helpful when you’re working with a roster of your size.

    To get the fix, just update Easy Invoice from Plugins → Updates to 2.3.1 or later. No data migration needed — your existing 360 clients will start showing up correctly the moment the update is active.

    If you could let me know whether the search starts working as expected on your install, that would close the loop nicely. And if you spot anything else, just drop me a line.

    Cheers,

    Umesh

    Thread Starter callumwilson

    (@callumwilson)

    2 weeks, 4 days ago

    Hi Umesh,
    Thanks so much for taking the time to reply to me with such a detailed explanation, I’ve updated the plugin and unfortunately the problem still exists for me, I can still see my full list of clients but when searching for one example ” Grant Mercer” it comes up saying no clients found, looking at what you’ve said here:

    • WordPress core fields: username, email, display name, first/last name
    • WooCommerce billing fields: billing_first_name, billing_last_name, billing_email, billing_company

    Then I don’t see any reason why I shouldn’t be able to filter, would it be helpful if I created a Loop screen recording so I can show you what I have done and doing?

    Thanks so much,
    Callum

    Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks, 4 days ago

    Hi @callumwilson ,
    Can you please do share me some screen recording so that I can understand better.

    Thread Starter callumwilson

    (@callumwilson)

    2 weeks, 4 days ago

    Hi.
    A small update for you, the search function works a little now but it’s very fidgety and not working all the time, sometimes it works when I scroll to the client and then search for them and sometimes it works first time.

    I’m happy to jump on a zoom call as well if that works best?

    Thanks so much

    Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks, 4 days ago

    If possible can you please initiate the chat from our live chat system. So that we can discuss there in clear way and i can help you more clealry.

    Thread Starter callumwilson

    (@callumwilson)

    2 weeks, 4 days ago

    Sure, have you got an email address I can send to please, I don’t want to share client email and names on public site.

    Thanks

    Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks, 1 day ago

    Hello @callumwilson,

    Could you please download the Easy Invoice v2.3.2 update and try again? The issue has most likely already been resolved in this version.

    Thread Starter callumwilson

    (@callumwilson)

    2 weeks ago

    Hi Umseh,
    I am afraid it’s still not highlighting the customer for me when I am searching for them, is there a limit on how many I can search for?

    Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks ago

    No there is no limit for the search!
    Did you update the latest version and hard reload the browser or clear the cache ?

    Thread Starter callumwilson

    (@callumwilson)

    2 weeks ago

    Yes I’ve done that, what I’ve noticed is the following: If you search for a name when you first click on search field you need to wait until it stops searching and them sometimes it works and other times it dont which is strange, happy to sit through another video call if that helps?

    Plugin Author Umesh Ghimire

    (@ughimire1)

    2 weeks ago

    Ok, Let’s initiate the live chat from the website.

Viewing 11 replies - 1 through 11 (of 11 total)

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