Customer Rolodex Page

Use the Customer Rolodex page to search for a particular customer.

The page contains tabs, fields, buttons, and a navigation bar.

 

Fields

Field

Contents

Customer Name

type a portion of the customer name to search

Generic Name

check the box to search the generic name

Customer Acct #

type a portion of the customer number to search

Local Customers Only

leave checked to search for local customer only (uncheck to search all customers)

(Results)

 

Cust #

the customer number

Bill Grp

the customer bill group

Dist

the owning district number

Name

the customer name

City

the customer city

State

the customer state

 

Buttons

Button

Function

Close

closes this page without saving any changes

Help

opens the Help for this page

Search

searches the customer database based on your entries

 

Navigation Bar

Command

Function

(Rolodex)

 

Vendor

opens the Vendor Rolodex page where you can search for vendors

Location

opens the Location Rolodex page where you can search for Locations

Vehicle

opens the Vehicle Rolodex page where you can search for vehicles

 

 

Related Topics

Add Customer Tabs

View Customer Information

 

Updated December 10, 2004