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Search window

From Customers, select Manage customers, and click Find

Note: You can press Ctrl+F to open the Search window (perform a Find) only when the Manage customers window is not in edit mode and you are not in a single-instance, user-defined tab.

Drop-down list

Click the drop-down arrow to display a list fields on which you can search.

Equals

Use this field to enter the search value. The prompt for this field will change depending on the search criteria shown. For example, when Name is chosen, the prompt displays as Begins with:

Include acquisitions in search

Enable this option to include acquisitions from the Prospect table in the search. This option displays only when iMIS is licensed for Acquisition Management.

See Also

Finding Customer Records

Opening customer records

To find and load a customer record

To find and load a company record

Find Company window

To open a record from a history tab


ASI logo 10.6 Production Release. Updated 1/18/2006 11:52:04 AM
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