Difference between revisions of "How do I find a customer?"
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== Summary == | == 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. | ||
== Additional Information == | == Additional Information == | ||
| + | From any account 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.: {{DataVaue|Bloggs}} for Mr Joe '''Bloggs''') in the search on box. | ||
| − | + | You will then be shown a list of accounts with '''Bloggs''' in the name. | |
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== See also == | == See also == | ||
*[[Do I have to remember all these Account Codes?|Finding customers or suppliers]]. | *[[Do I have to remember all these Account Codes?|Finding customers or suppliers]]. | ||
*[[Whats the different between Search and Filter On?]] | *[[Whats the different between Search and Filter On?]] | ||
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{{FAQ}}{{KB_Tags|supplier, customer, search, searching, find, finding}} | {{FAQ}}{{KB_Tags|supplier, customer, search, searching, find, finding}} | ||
Revision as of 10:15, 12 March 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 Information
From any account 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.: Template:DataVaue for Mr Joe Bloggs) in the search on box.
You will then be shown a list of accounts with Bloggs in the name.
See also
