Customer Lookup

This article will explain how to use the Customer Lookup button located on the Dispatch button bar.

This button allows you to look up a customer by a filter search or by scrolling through pages. In addition, once the customer is accessed, you also have the capability to edit that Customer.

For more in-depth steps,please refer to the following:

•   How to Access/Edit a Customer, and instructions for each tab in Customer Entry see the Customer Entry Fields and Functions section.

• How to create a Customer, see the How do I Quickly Create or Edit a Customer article.

 

 Quick Look:

• From "Daily Work" > Select "Dispatching"
• Click "Customer Lookup" button
• Search for Customer in "Filter" field or scroll by Page
• To Edit: Click on Customer > click "Edit Selected" button
  
• Edit information > Click "Save" button
  

 

 Customer Lookup Button

1. From Daily Work, select Dispatching.

2. Click on the Customer Lookup button.

3. Look up a Customer by either a Filter search or scroll using a Page search:

• Filter Search: Enter Customer or any letters or numbers associated with the Customer into the Filter field, then click on the Search button.
• Page Search: Click on a page number or click on the arrows to advance to the next page(s).

a. A single arrow scrolls to the next or previous page, page by page. The double arrows scroll to the very last/first page:

Editing Option:

1. To Edit a customer, click on the Customer, then click the Edit selected button.

2. The Customer Information window is open, edit information, then click the Save button when done.

a. Confirmation the Customer edit is saved appears in the upper right corner of your screen:

This concludes the steps of how to use the Customer Lookup button.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040