Use one or more of the following search techniques and click Search:
To switch from searching for a customer to searching for a company or vice versa, click Find By Customer or Find By Company.
Enter the customer's or company's name. Try typing just the first few characters of the name, or click Sounds Like if you are unsure of the spelling.
Enter the customer's or company's Phone number.
Scan the customer's membership pass card, or enter the Customer ID or Company ID if you know it.
If you get too many search results, try entering information into additional search fields. This should narrow down your search.
If you get no results, try removing information that could possibly have been misspelled from your search criteria. Focus on search fields that use numbers, like Phone number or Zip Code.
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.
Enabling the enhanced customer account view for customer searches
Adding or removing fields to use in customer searches
Adding or modifying a customer