Difference between revisions of "How do I find a customer?"
From Catalyst
Katy Kitchen (talk | contribs) (→More Information) |
Katy Kitchen (talk | contribs) (→See also) |
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* [[Search exclusions]] | * [[Search exclusions]] | ||
* [[Do I have to remember all these customer and supplier codes?]] | * [[Do I have to remember all these customer and supplier codes?]] | ||
| + | * [[How do I find a supplier?]] | ||
* [[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 11:52, 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?
- How do I find a supplier?
- Creating a new customer or supplier
- How do I view customer or supplier transaction history?
- Setting up an account status
