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 name
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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.

Lookup Customer Tutorial / Tips

• 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 
  

Customer | Info

Customer | History

Customer | Promotions

Customer | Standing Order

Customer | Notes

Customer | Adjust  

Customer Loyalty Cards

Customer Communications