You have two options for searching for an existing customer record in your database.

1) Use the Customer quick search field

You can search in this field by:

• First name
• Last name
• Email address
• Mobile number / cell number
• Postcode / zip code

As soon as you have typed 4 or more characters, search results will begin to appear.

To select a customer from the results list, simply click on the relevant row.

You also have the option to add a new customer at the bottom of the search results.

2) Use the Search and Select Customer screen

To access this screen, click on the icon to the left of the Customer quick search field, or open the Customer menu and click Search All Customers. This image shows both options:

On the Search and Select Customer screen, you can type a search into one or more of the column fields, or you can use the general search bar above the grid. The general search bar will look for matches on first name, last name, mobile/cell number and email address.

To set a customer from this screen, use the green Select icon on the left or double-click the relevant row.

You also have the option to create a new customer from this screen.