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How do I search for a customer?

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.

Search.png

  • Select the Customer from the drop down menu.

OR

2. From the 'Customer & Sales' module, click on 'Customer List'.

CustomerList.png

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.

 

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