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 24) Searching for Customers

Search for a Customer By Customer ID:

 

1)       Select Sales/Receivables, then select the Customers button.  The Customers window appears.

2)       Select the Find By: Customer ID: combo box.

3)       Enter the appropriate information in the Customer ID combo box.

4)       Select the arrow of the Customer ID combo box.  The list of customers is displayed in a list box with the best match highlighted.

5)       Select the desired customer from the Customer ID list box.  The Customer information will populate the rest of the Customer window.

 

Search for a Customer By Customer Name:

 

1)       Select Sales/Receivables, then select the Customers button.  The Customers window appears.

2)       Select the Find By: Customer Name: combo box.

3)       Enter the appropriate information in the Customer Name combo box.

4)       Select the arrow of the Customer Name combo box.  The list of customers is displayed in a list box with the best match highlighted.

5)       Select the desired customer from the Customer Name list box.  The Customer information will populate the rest of the Customer window.

 

Sales /ReceivablesView Find Customers By:

You can also search for customers with the view/find customer menu found under the sales and receivables menu bar found on the top of the screen.  You will notice menu options to find customers by:

 

View/Find Customers by City

View/Find Customers by State

View/Find Customers by Zip

View/Find Customers by Sales Rep

View/Find Customers by Territory

View/Find Customers by Next Call Date

View/Find Customers by Contact

In these special find screens you will also be able to narrow your search by customer type as well.

Customer Lists:

You can get a list of customers by TYPE or GROUP on the right side of the screen.  Just select the group or type name and a list of all the corresponding customers will appear in the list.  If you double click a customer in the list the customer information will be recalled in the customer screen.

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Support on Agencyware available 9 am - 5 pm CST Monday thru Friday Call us at 281-398-3770 Sales toll free at 888-785-0882 or e-mail us at support@aknaf.com

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