Difference between revisions of "How do I find a customer?"
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== Summary == | == Summary == | ||
− | The following article outlines how to | + | The following article outlines how to search for a customer when you don't know their account code. |
== Additional Information == | == Additional Information == |
Revision as of 13:52, 20 March 2008
Summary
The following article outlines how to search for a customer when you don't know their account code.
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