How do I find a customer?

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

• What's the difference between Search and Filter?
• Search Exclusions

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

supplier, customer, search, searching, find, finding