Find a Customer

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Find a customer in your database.
 

Instructions
Search for an existing customer account to edit, or before adding a new account. 

  1. Click the Find Customer button on the toolbar. This opens the Customer Search screen. Or, click here to open the Search screen.

  1. Enter as many fields as you need to locate the customer then click the button or press Enter. 
     

  2. If your search located the customer: 
    Matches will appear in the lower half of the screen. Highlight the record you wish to open and either double click it, press Enter or click the OK button. 

    If your search did not locate the customer:
    You can add a new customer now: Click the button, or press Alt-A. The customer screen will open with the search fields you typed already entered. Tab or Enter through each field to enter the remaining customer information.
     

  3. If you enter any data click the button to close and save the screen or the button to enter another.


See Also:
Add a Customer