Search for a Customer

The unified search feature allows a user to navigate through the Customers in OIPA from a central location. Searches can be performed for Customers by one field or a combination of fields with through Advanced search. If a Customer name was assigned during creation, then the Customer Name field can be used to quickly locate the Customer.

Important: The Customer search results do not show Customers that are shadowed (deleted). The only way to view these Customers is through the database.

Steps to Quick Search for a Customer

1. Select Customer option from the Search drop-down.

2. Enter the search string in the text box. for example, the search string can be a "Customer number / Customer name etc". If the exact wording is not known, use the % (percent) sign as a wild card. When more than one results are returned from the search, scroll down and click the Customer record to see the details.

Search using Advanced Option

1. Select Customer option from the Search drop-down.
2. Click Advanced and enter the search criteria for the Customer. The search results will display under the Customer search window.
3. Click the row (expander button) of the appropriate Customer to open it. The Customer details are displayed in the Customer screen. When more than one results are returned from the search, scroll down and click the Customer record to see the details.