How do I find a customer?
From Catalyst
Revision as of 10:06, 16 September 2008 by Les Ward (talk | contribs) (How do I find a customer? moved to How do I Find a customer?)
Summary
The following article outlines how to search for a customer when you don't know their code.
Additional 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