How do I find a customer?
From Catalyst
Summary
The following article outlines how to search for a customer when you don't know their code.
More Information
From any customer code field in Platinum you can press <Ctrl+F1> to launch a search window. All you then need to do is type in part of the name you wish to search on for (e.g. 'Bloggs' for Mr Joe Bloggs) in the search on box.
You will then be shown a list of customers with Bloggs in the name.
Adding a new customer
If the customer you are searching for is not in the list click [Add] and follow this article to create a customer record.
See Finding customers.
See also
- What's the difference between search and filter?
- Search exclusions
- Creating a new customer or supplier
- How do I view customer or supplier transaction history?
- Setting up an account status
