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. | ||
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You will then be shown a list of accounts with '''Bloggs''' in the name. | You will then be shown a list of accounts with '''Bloggs''' in the name. | ||
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| + | See [[Do I have to remember all these Account Codes?|Finding customers or suppliers]]. | ||
== See also == | == See also == | ||
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*[[What's the difference between Search and Filter?]] | *[[What's the difference between Search and Filter?]] | ||
*[[Search Exclusions]] | *[[Search Exclusions]] | ||
{{FAQ}}{{KB_Tags|supplier, customer, search, searching, find, finding}} | {{FAQ}}{{KB_Tags|supplier, customer, search, searching, find, finding}} | ||
Revision as of 13:34, 20 March 2008
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.: 'Bloggs' for Mr Joe Bloggs) in the search on box.
You will then be shown a list of accounts with Bloggs in the name.
See Finding customers or suppliers.
See also
