How to Search for a Customer within the Database

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

STEP 1

Under 'Main Menu', select 'Customers'.

 

STEP 2

There are several ways you can search for a customer in the database, below is a brief description of each one:

Account - You can use this tab to search for the clients account number if you know it.

Name - This is the Customer's Company Name, you can enter here either the full name or a partial of it to search.

Post Code - The Customers Post Code address.

Telephone - Your Customers phone number, similar to Name you can search for the full number or partial.

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

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

STEP 3

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