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

Revision as of 21:46, 21 February 2008

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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Keywords AND Misspellings

customer, search, finding

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 == 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.
-The following article outlines how to do a search for a customer you may not know the account code for from anywhere in Platinum
+See [[Do I have to remember all these Account Codes?|Finding customers]].
-== Additional Information ==
-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}}
-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".
-{{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.}}
-{{KB_Tags|customer, search, finding,}}
+{{FAQ}}{{KB_Tags|customer, search, finding}}