Difference between revisions of "How do I find a customer?"
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== Summary == | == Summary == | ||
| − | The following article outlines how to search for a customer when you don't know their | + | The following article outlines how to search for a customer when you don't know their code. |
== Additional Information == | == Additional Information == | ||
| − | From any | + | From any customer code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window. All you then need to do is type in part of the name you wish to search on for (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the search on box. |
| − | You will then be shown a list of | + | You will then be shown a list of customers with '''Bloggs''' in the name. |
| − | See [[Do I have to remember all these Account Codes?|Finding customers | + | See [[Do I have to remember all these Account Codes?|Finding customers]]. |
== See also == | == See also == | ||
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*[[Search Exclusions]] | *[[Search Exclusions]] | ||
| − | {{FAQ}}{{KB_Tags| | + | {{FAQ}}{{KB_Tags|customer, search, searching, find, finding}} |
Revision as of 20:14, 20 March 2008
Summary
The following article outlines how to search for a customer when you don't know their code.
Additional Information
From any customer code field in Platinum you can press <Ctrl+F1> to launch a search window. All you then need to do is type in part of the name you wish to search on for (e.g. 'Bloggs' for Mr Joe Bloggs) in the search on box.
You will then be shown a list of customers with Bloggs in the name.
See Finding customers.
See also
