How to search your customer database

The following will describe how to use the available search fields to find your customers

STEP 1

Under CRM, select 'Customers.'

 

STEP 2

Enter either the full word you want to search for or the beginning part to go to the general area. Below are quick descriptions for each tab:

Account - Use this field to search if you know the clients account number.

Name - This is the customer's Company Name

Zip Code - The customers zip code

Telephone - Your Customers phone number

Ledger Account - If you invoice to different account here you can search by the invoicing account

Contact - This will give you the ability to search for a company by the surname of a contact who works there.

STEP 3

Whichever tab you use after you enter the word press the 'TAB' button on the keyboard to be taken to that section of your database