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

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Keywords AND Misspellings

supplier, customer, search, searching, find, finding