Searching for a customer or company

Use one or more of the following search techniques and click Search:

 

 

If you have tried multiple searches and still can't find the customer or company you are looking for, click Add New Customer/Company to create a new customer or company record. The system will alert you if it detects that you are entering a duplicate customer.

Related topics

Enabling the enhanced customer account view for customer searches

Adding or removing fields to use in customer searches

Adding or modifying a customer

Adding or modifying a company

 

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