How do I find a customer?
From Catalyst
Summary
The following article outlines how to search for a customer when you don't know their code.
More Information
From any customer 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 customers with Bloggs in the name.
See Finding customers.
See also
- Getting Started
- Getting Started - Stock Control
- What's the difference between Search and Filter?
- Search Exclusions
- Creating a New Customer/Supplier
- How do I Change the Customer Note Prompts?
- How do I View Customer/Supplier Transaction History?
- Setting up an Account status
- Creating Stock Groups
- How do I Create an Internal Account?
- Creating a New Account Analysis Code
- How can I View Turnover Statistics for this account?
- How do I Change the Website used for Locating Addresses?
