How To: Searching for a Customer (20-01)

Overview

This tutorial describes how to search for a customer.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

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  1. To search for a customer, enter “?” in the ‘Customer No’ field.

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  1. The search window appears. Enter the name, or part of the name, for which to search. There are two ways to search for a customer, the Beginning Method and the Ellipsis Method:

    2. Method
    Description

    Beginning Method
    With this method, the system will narrow the search based on how much information that you enter. Beginning with the first character of the last name (or company name), enter as much of the name as is known.

    Using the sample data below:

    • If you enter “M” all of the names will display in the search results.
    • If you enter “MAC,” only the first five names will display.
    • If you enter “MACMASTER,” only ‘MACMASTER ELECTRONICS CORP’ and ‘MACMASTER, PAUL’ will display.

    Ellipsis (…) Method
    The Ellipsis Method allows you to search by all or part of the first name and all or part of the last name together.

    When the beginning of the last name (or company name) is known, it is entered, followed by three periods, and then followed by another part of the name (for example, the first name).

    Using the sample data below:

    • If you enter “MAC…ED,” only “MACAULEY, EDITH” and “MACMILLAN, EDWARD” will display in the search results.

    Sample Data

    1. MACCAULEY, EDITH
    2. MACMASTER ELECTRONICS CORP
    3. MACMASTER, PAUL
    4. MACMILLAN, EDWARD
    5. MACMILLAN, PAUL
    6. MCNEILL REPAIRS
    7. MICKEIS & WILSON

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  1. The customers meeting the search criteria will display. Use the arrow keys to move up and down the list of names.

  1. When the customer you are searching for is highlighted, enter “S” to select that customer.
    NOTE: If you need to perform another search using different criteria, enter “R” and press Tab.

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  1. The customer information appears. From here, you can edit the customer’s information, merge the customer with an existing one, or move the customer’s information to a new number.
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