How to search your customer database

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


Under CRM, select 'Customers.'



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.


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