How do I find a customer?

From Catalyst
Jump to: navigation, search


The following article outlines how to search for a customer record.

More Information

From any customer code field in Platinum you can press <Ctrl+F1> to launch a search window.

  • Enter part of their name to search on (e.g. 'Bloggs' for Mr Joe Bloggs) in the "Search on" field.
  • Press <Enter> or click [Search].

You will then be shown a list of customers with Bloggs in the name.

If only one possible match is found the system will automatically select it. If this is not the correct customer; press <Ctrl+F1> again, enter their surname and click [Add] to start creating a new record.

Adding a new customer

If the customer you are searching for is not in the list click [Add] and follow Creating a new customer or supplier.

See also

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
customer, search, searching, find, finding