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 ==
 
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. 
 
  
 
See [[Do I have to remember all these Account Codes?|Finding customers or suppliers]].
 
See [[Do I have to remember all these Account Codes?|Finding customers or suppliers]].

Revision as of 13:41, 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.

See Finding customers or suppliers.

See also


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Keywords AND Misspellings
supplier, customer, search, searching, find, finding