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To find and load a customer record

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. To find a customer record,
    • Click Find; or
    • Press Ctrl+F to open the Search window.

      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.

  3. Select the search criteria from the drop-down list, for example, Name.

    Note: To bring up all customer records, leave the Equals field blank, and click Go. Depending on your setup, there may be a limit on the number of records returned. For large databases, blank name searches are not recommended.

    Note: The prompt for the search value field will change depending on the search criteria shown. For example, when ID is chosen, the prompt is Equals.

  4. Enter the search value in the Begins with field.
  5. Click Go. The Results tab is updated.
  6. To view a record, select a row. Double-click a record on the Results tab to open it in the Manage customers window.
  7. Select the tabs in the Customer Portfolio sections to view additional information.

See Also

Finding Customer Records

Opening customer records

Search window

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 2/23/2006 10:38:18 AM
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