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Customer Lookup

Use the Customer button to search for existing customer records or add a new account to the system. The Search function includes Simple and Advanced criteria filters to refine search results.

 

Step

Action

1

To search for a customer record, select the Customer button.

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2

Enter the name to search on in the open field and select the Search button.

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3

To refine your results list, select either the Simple or Advanced button to enter filtering criteria.

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4

The Simple search options include basic contact information and the Advanced options include custom fields from your customer record attributes.

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5

Select the Search button and your results display. Select a name to add to the order.

6

 If the customer information is incomplete, an error message displays prompting you to edit it before adding the customer to the order.

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