Type a name, customer number or date of birth in the search field at the top. The search window shows results right away; click a customer to open the customer page.
How to do it
- Click Search by name, customer number, or date of birth at the top, or press ⌘ + K (Ctrl + K on Windows).
- Type (part of) the name, the customer number or the date of birth. The results appear while you type, with initials, name and customer number.
- Do you want to search by company name? Fill in the Company name field in the Advanced panel on the right.
- Click the customer, or use the arrow keys to go to the customer and press Enter.
Good to know
- The Customers tab is active by default. With the other tabs you search by collection order, message, paylink or contact info. See Searching by collection order, message, paylink or contact info.
- No result? You see "No results found." Check the spelling or try the customer number.
- Press Esc to close the search window.
- The Customers page itself only shows Recently visited customers; there is no full customer list. For a list, use a report, see Report types.