How to use the Find Customer window. Unable to find a customer. How to add or remove detail columns from the Find Customer window.
1. To launch the Find Customer window, go to File Customer Find Customer.
2. This will open the Find Customer window.
3. Select the preferred options from the drop down menus to filter your customer list and in the order in which you would like to view the customer list.
For example, if you would like to only view a customer with the status Completed, click on the Customer Status drop down and select Completed.
4. To change the order in which the customer list is arranged, click on Order By and select the option you would like the customers to be listed.
5. The search bar can be used to find the customer you are looking for. You can search the customer by typing in their name, surname, reference, or address.
6. If the Find Customer window isn't listing the full customer list, ensure that you have unchecked the Current Customer Only option.
7. To add or remove the details column from the Find Customer window, right click on the Details bar. This will bring up the list of details.
To add a detail column, select the detail option. To remove a detail column, deselect the detail option.
8. To increase the length of the detail column, click on the line at the end of the detail bar and drag it towards the left to decrease the length, or drag it toward the right to increase the length of the detail column.
9. To rearrange the placement of the detail column, click and drag the detail in the Detail bar towards where you would like to place them.