To find a customer record you can either:
1. From the main page:
- Enter the Customer name or ID number into the 'Search' field at the top of the window.
- Select the Customer from the drop down menu.
OR
2. From the 'Customer & Sales' module, click on 'Customer List'.
Browse alphabetically:
- Browse through the list by clicking the page arrow at the bottom of the window.
OR - Browse by Name by clicking on the appropriate letter from the list at the top of the window.
- Click on the number listed in the 'Id' column to view the Customer Form.
Search for a Customer by their Id Number, Name, City, Phone Number, or Status.
- Enter the information into the appropriate field(s) at the top of the window.
- Click 'Find'.
- Click on the number listed in the 'Id' column to view the Customer Form.
Comments