Searching For a Site or Customer

There are several places that support finding a customers records. You can start form

 

            F7 Site search

            Customer search

            Customer master search tab and magnify tool next to customer number

            Customer master matching fields for customer number name and address

            Site master Search tab and magnify tool next to site number

            Site master matching fields for site number, name, or address

 

Each method offers different capabilities and depending what you are doing, one is may be easier or better than the other. As an example, if you have mostly residential type customers, you would use the address matching tool on the site master to bring up the customer information, or if you like to use a phone number, you can use the search tab or magnify tool.

 

See Also

Search Forms