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 | + | The following article outlines how to search for a customer record. |
== More Information == | == More Information == | ||
| − | From any customer code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window. | + | From any customer code field in Platinum you can press {{KeyPress|C-F1}} to launch a search window. |
| + | * Enter part of their name to search on (e.g. {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the {{DataPrompt|Search on}} field. | ||
| + | * Press {{KeyPress|Enter}} or click {{button|Search}}. | ||
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. | ||
| + | |||
| + | {{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.}} | ||
=== Adding a new customer === | === Adding a new customer === | ||
| − | If the customer you are searching for is not in the list click {{button|Add}} and follow [[ | + | If the customer you are searching for is not in the list click {{button|Add}} and follow [[Creating a new customer or supplier]]. |
| − | |||
| − | |||
== See also == | == See also == | ||
* [[What's the difference between search and filter?]] | * [[What's the difference between search and filter?]] | ||
* [[Search exclusions]] | * [[Search exclusions]] | ||
| + | * [[Do I have to remember all these customer and supplier codes?]] | ||
* [[Creating a new customer or supplier]] | * [[Creating a new customer or supplier]] | ||
* [[How do I view customer or supplier transaction history?]] | * [[How do I view customer or supplier transaction history?]] | ||
Revision as of 11:49, 17 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
- What's the difference between search and filter?
- Search exclusions
- Do I have to remember all these customer and supplier codes?
- Creating a new customer or supplier
- How do I view customer or supplier transaction history?
- Setting up an account status
