Difference between revisions of "How do I find a customer?"
From Catalyst
m (How do I Find a customer? moved to How do I Find a Customer?) |
m |
||
| Line 2: | Line 2: | ||
The following article outlines how to search for a customer when you don't know their code. | 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 {{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. | ||
Revision as of 10:42, 21 December 2010
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
