Customer Search Page

Use the Customer Search page (QUICK_CUST_SRCH) to search for customers or enter new customers.

Determine factors such as contacts' correct customers or which customer addresses to use. Quick Customer Create updates the Contact/Customer tables.

Navigation:

Customers, and then Customer Information, and then Quick Customer Create, and then Customer Search

Field or Control	Description
SetID	Enter the SetID and at least one additional field to search for a contact, customer, or contact and customer combination. This field is required. The Country field is required only if you enter information in the address fields.
Contact Name	View the contact name that you enter on the Contact page.
User ID	View the contact user ID that you define on the Customer User Profile page.
Email ID	View the contact email address that you entered on the Contact page.
Contact Phone	View the contact phone number that you entered on the Contact Phone and Type page.
Credit Card Number	View the contact credit card number that you entered on the Contact Credit Card Info page.

These user-defined fields are associated with the customer. The address fields are dependent on the country selection.

Field or Control	Description
Customer Name and Customer ID	View data that you enter on the General Info page. You can do a partial search on the Customer ID field.
Customer Phone	View the business phone number that you enter on the Phone Information page.
Country, Address 1, Address 2, City, State, and Postal	View data that you enter on the General Information page. Note: You can search by Address 1 and Address 2 fields, but not by the Address 3 field. Unless you are searching for a specific address, the Address 1 field is the only address field that appears on the Customer Summary page and the Customer Detail page. If, for example, you are searching for an address entered in the Address 2 field, that field appears on the Customer Summary page and the Customer Detail page.
Cust Char 10 A	Entered on the General Information - User Defined page.
Cust N 12.3 A	Entered on the General Information - User Defined page.
Create New Customer/Contact	Click to create a new customer or contact.
Search	Click to view the search results on the Customer Summary page. If you are searching for a contact name and the contact is associated with multiple customers, the search returns of all the customers who are associated with the contact. Similarly, if you search for a customer who is associated with multiple contacts, the search returns all the contacts who are associated with the customer.

Note:

Use the % wildcard to search for partial strings.