Difference between revisions of "How do I find a customer?"
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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. | 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 customers with '''Bloggs''' in the name. | + | 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]]. | ||
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{{KB_Tags|customer, search, searching, find, finding}} | {{KB_Tags|customer, search, searching, find, finding}} | ||
| − | {{ | + | {{FAQ}}{{KB_OP}}{{KB_PP}}{{KB_SL}}{{KB_ST}}{{KB_VS}}{{KB_WS}}{{ZN_Accounts}}{{ZN_Admin}}{{ZN_PartsCounter}}{{ZN_WorkshopManager}} |
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Revision as of 06:31, 22 December 2018
Summary
The following article outlines how to search for a customer when you don't know their code.
More 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
- What's the difference between Search and Filter?
- Search Exclusions
- Creating a New Customer/Supplier
- How do I View Customer/Supplier Transaction History?
- Setting up an Account status
