Customer Search

Use the Customer Search feature to search for customers by Alpha name, Contact, phone, customer code, customer class, or ship-to order. Select the appropriate tab to view customer information in the desired order.

You can access the Notes Entry window from the View menu option. Choose View-->Notes from the menu bar. You can display notes information in customer searches by adding the Notes column under the Options-->Preferences menu option.

You can select the Ship-to button to display Ship-To information for all customers. You can select from Ship-To, Ship-To Name, or Zip Code order tabs to see customers. You can filter on State and Salesperson/Territory. Double click a line in the browser to select a customer or press the Cancel button or F4 to return to the Customer search.

For details about using the Go to and filters options, refer to the Search Features topic in FACTS Basics.