Lookup Customer Introduction
Throughout CSM the Lookup Customer screen can be accessed to manually search for a Customer account.
First Name – Enter a first name of the customer to view accounts with that nameLookup Customer Tutorial / Tips
Last Name – Enter a last name of the customer to view accounts with that name.
Phone – Enter a phone number to view accounts with that phone number.
Company – Enter a company name to view accounts with that name.
Address – Enter an address to view accounts with that address.
City – Enter a city to view accounts with that name.
Zip Code – Enter a zip code to view accounts with that code.
Email – Enter an email address to view accounts with that email address.
Search Start of Word – This setting shows any accounts matching the characters entered into the specified field.
Search Any Word – This setting shows all accounts matching the characters entered in any field.
Show Inactive Customers – This setting allows selection of an account marked as Inactive.
Clear Search Boxes – Select this to clear all of the search fields.
Cancel & Pick Nothing – Select this to cancel the search and return to the previous screen.
Pick This Customer – Highlight the desired account and select this to choose that account.
- To search for a customer start entering any of the desired search fields. As more characters of the field are typed, the list will automatically filter out the non-matching records, narrowing the search
- Enter characters into more than one field to narrow the search, such as several characters from the last name and several from the first name
- To sort the list by a specific field, select the diamond next to the column name