Quick Search

Quick Search

  1.  Go to Customer > Customer
  2.  On the left side of the screen, use the drop down list to select a search method (First Name, Company Name, Phone, Address, etc.)

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  3.  Type your search in the text box
  4.  Use the Filters below the search box if necessary
  5.  Click the magnifying glass icon, or hit "Enter" on the keyboard to search
  6.  Select the Customer from the search list
  7.  Click Reset to undo the search


 

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