Do I have to remember all these customer and supplier codes?
No, we provide a serious search system that lets you find the code from as little as a parts of one word of the name.
Details
Each customer and supplier in Platinum has an unqiue 6 character code which is entered when you want use details from that account.
We realise that remembering codes is not an easy thing so we have developed our 'aggression' technology that will search the customers and suppliers for the details you type.
- The account code can always be entered if known.
- If you type the code in using the wrong case. e.g. 'abc001' instead of 'ABC001' Platinum will use 'ABC001'.
- A Search On of the name, previous name, postcode or account reference. If you type beyond the 6 characters when entering an account code, Platinum will automatically accept a larger field allowing you type specific details for the company you are looking for.
Additional Information
When in Platinum anywhere you can get to an account code field you can get to a search. This is done by either clicking the "Magnifying Glass" button on the Platinum screen (next to Exit, Proceed Etc) or by pressing <Shift+F1>.
A search box will appear with a "Search on:" field. This is where you enter the name you which to search for e.g. Jones for Mr Jones. This will bring up a list of all the accounts that include the word "Jones".
 | If you need to search for something other than the name, for example the telephone number this can be entered in the "Filter:" box. This searches a wider range of fields. Please note due to this these searches can take a little longer. |
The search will find accounts by there old names as well, it is possible for companies to change their company name. The last three name changes will be remembered for each customer and supplier and used in the search.
See also
