Find Company window

From Customers, select Manage customers, and click the lookup icon in the Company area

Drop-down list

Click the drop-down arrow to display a list of searchable fields. These fields are configurable by your administrator.

Search value

Specifies the search value. The prompt for this field will change depending on the search criteria shown. For example, when Company is chosen, the prompt is Begins with.

Go

Used to start the search.

To open a record from a history tab

  1. Select Customers > Manage customers.
  2. Click Find.
  3. Select or enter the search criteria and click Go. The Results tab displays the search results.
  4. Double-click anywhere in the row of the record you wish to load.
  5. Click on a history tab to show that tab's contents.
  6. Double-click the record or the arrow on the left end of the record.