Difference between revisions of "How do I find a customer?"
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== 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.: {{ | + | 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.: {{DataValue|Bloggs}} for Mr Joe '''Bloggs''') in the search on box. |
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. | ||
Revision as of 10:16, 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.: '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 also
