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Search for Customer Screen

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Overview

The Search for Customers (Customer Filter) screen is opened by clicking on the Search button on the View Customers screen. An abbreviated version of this screen is opened by the Search button of the Addresses tab of the Manual Orders screen.

The user enters criteria in selected fields on this screen to quickly locate a customer record.

In addition to the customer's address information, the program is also able to search for customers based on the products they have purchased in the past, for specific Custom Fields or for orders that have been placed within a specific date range.

Description of the Search for Customers Screen

Customer ID Field

Order # Field

Name Fields

Company Field

Email Field

City Field

State Field

Zip Code Field

Country Field

Phone Field

Balance or Credit Due Check Box

Do not ship to customer Check Box

Placed order from: and thru: Fields

Items they purchased Tab

This section of the screen is not displayed when the Search button on the Addresses tab of the Manual Orders screen is clicked.

Purchased this Item List Box

First Letter of Product SKU

Custom Fields Tab

This section of the screen is not displayed when the Search button on the Addresses tab of the Manual Orders screen is clicked, even if Custom Fields have been defined within the program.

Begin Search Button

Cancel Button

 

 

Created: 1/23/12

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