Customer Search Window Areas
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Search Parameters Area
In the Search Parameters area, you can select the criteria for your customer search. You must select at least one parameter; the Search button is disabled if you do not select at least one parameter. If you select multiple search parameters, a customer must match all of the criteria to appear in the results list.
You can search using the following parameters:
| Parameter | Description |
|---|---|
| Customer Name | If the value entered matches the beginning characters of a customer’s name or sort field value, it is considered a match and the customer’s information will be included in the results list. |
| Account ID | If the value entered matches a customer account ID, that customer’s information will be displayed in the results list. The value will be considered a match if it is the exact account ID, or if it is the account ID for a customer excluding any leading zeros. |
| Recipient Name | If the value entered matches the beginning characters of a customer’s recipient’s first or last name, it is considered a match and the customer’s information will be included in the results list. |
| Contact Name | If the value entered matches the beginning characters of a customer’s contact’s first or last name, it is considered a match and the customer’s information will be included in the results list. |
| Email Address | If the value entered matches any portion of a customer’s email address, it is considered a match and the customer’s information will be included in the results list. For example, if you enter jane in the Email Address field, jane@somewhere.net and jane@nowhere.net will be matches, as will janet@somewhere.net. Likewise, if you enter somewhere.net as the search parameter, jane@somewhere.net, janet@somewhere.net, and steve@somewhere.net will all be matches. |
| City/State or City/Province | When using the city/state or city/province for a customer search, you must enter the city name and select the state or province. To be considered a match, the value you enter for the city must match the beginning of the customer’s city in
the selected state. (That is, if you search for Portland, ME, only customers in Portland, ME will be a match, and not customers in Portland, OR.) |
| Phone Number | If the value you enter matches the beginning of the customer’s primary phone number (area code, prefix, or entire phone number), it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search. |
| Credit Card Number | If the value you enter is either an exact match for a credit card on file, or if the value you enter is four digits and it matches the last four digits of a credit card on file, the customer’s information is returned in the results list. |
| Contact Phone Number | If the value you enter matches the beginning of a customer’s contact’s area code, prefix, or phone number, it is considered a match and the customer’s information is included in the search results list. Special characters (such as parentheses, periods, or dashes) are ignored during the search. |
| Customers with Standing Orders | If you select this option, customers with Standing Orders will be included in the results list. |
Results List
If one or more customers match your search criteria, the matching customer(s) appear in the results list below the Search Parameters area. Information about each customer is displayed on an individual line, and includes the following:
- Account ID (if one has been assigned to the customer)
- Customer name
- Customer notes indicator (if notes are associated with the customer)
- Billing address
- City
- State or province
- ZIP/postal code
- Primary phone number
- Aging information
- Current balance
Double-click on a customer in the results list to view complete information in the Customer Detail Information window.
Customer Notes
If there are notes for a customer in the results list, a note icon will appear after the customer’s name. Click on the note icon to display the Note Entry window, where you can read or edit customer notes. If there are no customer notes, double-click on the customer and add customer notes from the Customer Detail Information window.
Colors in Customer Search Results
When the Customer Search returns results, inactive accounts are displayed in yellow. Past due accounts (that is, accounts where the number of days late exceeds the grace period for the customer) are displayed in red.
| Parameter | Description |
|---|---|
| Customer Name | If the value entered matches the beginning characters of a customer’s name or sort field value, it is considered a match and the customer’s information will be included in the results list. |
| Account ID | If the value entered matches a customer account ID, that customer’s information will be displayed in the results list. The value will be considered a match if it is the exact account ID, or if it is the account ID for a customer excluding any leading zeros. |
| Recipient Name | If the value entered matches the beginning characters of a customer’s recipient’s first or last name, it is considered a match and the customer’s information will be included in the results list. |
Buttons
There are three buttons at the bottom of the Customer Search window:
- More—if there are more than 20 customers who match your search criteria, click this button to refresh the window to display the next 20 customers.
- Add—opens the Customer Detail Information window, from which you can add a new customer to your database.
- Close—closes the Customer Search window.
Back to Customer Maintenance
