How do I find a customer?

From Catalyst
Revision as of 17:39, 11 March 2008 by Richard Green (talk | contribs)
Jump to: navigation, search

Summary

The following article outlines how to do a search for a customer you may not know the account code for from anywhere in Platinum.

Additional Information

From any account 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 (eg: Bloggs for Mr Joe Bloggs) in the search on box.


The system will then give you a list of accounts with Bloggs in the name.

See also


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