Difference between revisions of "How do I find a customer?"

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(New page: {{Review}}{{Incomplete}} == Summary == The following article outlines how to do a search for a customer you may not know the account code for from anywhere in Platinum == Additional Inf...)
 
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== Summary ==
 
== Summary ==
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The following article outlines how to search for a customer record.
  
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The following article outlines how to do a search for a customer you may not know the account code for from anywhere in Platinum
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== More Information ==
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From any customer code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window.
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== Additional Information ==
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* Enter part of their name to search on (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the {{DataPrompt|Search on}} field.
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* Press {{KeyPress|ENTER}} or click {{button|Search}}.
  
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When in Platinum anywhere you can get to an account code field you can get to a search. This is done by either clicking the "Magnifying Glass" button on the Platinum screen (next to exit, proceed etc) or by pressing {{KeyPress|S-F1}}
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You will then be shown a list of customers with '''Bloggs''' in the name.
  
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A search box will appear with a '''"Search on"''' field. This is where you enter the name you which to search for eg: Jones for Mr Jones. This will bring up a list of all the accounts that include the word "Jones".
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{{Tip|text=If only one possible match is found the system will automatically select it. If this is not the correct customer; press {{KeyPress|C-F1}} again, enter their surname and click {{Button|Add}} to start creating a new record.}}
  
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{{Tip|text=If you need to search for something other than the name, for example the telephone number this can be entered on the '''"Filter on"''' box. This searches a wider range of fields. Please note due to this these searches can take a little longer.}}
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=== Adding a new customer ===
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If the customer you are searching for is not in the list click {{button|Add}} and follow [[Creating a new customer or supplier]].
  
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== See also ==
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* [[What's the difference between search and filter?]]
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* [[Search exclusions]]
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* [[Do I have to remember all these customer and supplier codes?]]
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* [[How do I find a supplier?]]
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* [[Creating a new customer or supplier]]
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* [[How do I view customer or supplier transaction history?]]
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* [[Setting up an account status]]
  
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{{KB_Tags|customer, search, finding,}}
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{{KB_Tags|customer, search, searching, find, finding}}
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{{FAQ}}{{How}}{{Hint}}{{ZN_Accounts}}{{ZN_PartsCounter}}

Latest revision as of 05:30, 18 May 2021

Summary

The following article outlines how to search for a customer record.

More Information

From any customer code field in Platinum you can press <Ctrl+F1> to launch a search window.

  • Enter part of their name to search on (e.g. 'Bloggs' for Mr Joe Bloggs) in the "Search on" field.
  • Press <Enter> or click [Search].

You will then be shown a list of customers with Bloggs in the name.

If only one possible match is found the system will automatically select it. If this is not the correct customer; press <Ctrl+F1> again, enter their surname and click [Add] to start creating a new record.

Adding a new customer

If the customer you are searching for is not in the list click [Add] and follow Creating a new customer or supplier.

See also


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Keywords AND Misspellings
customer, search, searching, find, finding
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