Search for a Customer

Sort Lists | Filter Lists

Basic

From the Point of Sale Home Page, use Quick Find.

Searching in your customer list:

1. Open your Customer List.

2. Begin typing customer keywords in the Search Customers field.

- Last name or company name is recommended

- You can also search by phone number, e-mail address, street name, or any other customer field

- As you type, the list is instantly filtered to display only matching customers. Note how the filter button now indicates the list is showing Search Results and the number of records found is shown at the bottom of the list. In this case, typing "sky" returned two customers living on Skyline Drive.

3. If no results are found, use the backspace key on your keyboard to go back and re-enter new characters.

4. Select the customer you wish to work with and then click Show Details or choose an appropriate task from the I Want To Menu.

Related Topics

List a Customer on a Receipt

View Customer Purchase History