Enter a customers system assigned number or key if you know it The system assigns each new customer a numeric key that is displayed when searching and editing.
Enter a job number and the system will find the customer for that job.
Enter a customers partial street address and the system will find all matches.
Enter a partial city name and the system will find all customer matches.
Enter a two character state to lookup all customers in the state.
Enter a zip or partial zip code to search.
Enter a full of partial phone number and the system will find all customers that match.
Select a customer status from the drop down list and click search.
Select a customer type for the dropdown list and click search.