Customers list

The Customers list displays a sortable list of all your customers.

To view the customers list:

• From the Main shortcut bar, select Customers.

See an example of the Customers list

Use the index tabs, the Search By fields, and the Filter By field to refine the displayed list and use the scroll bars to move within the list.

To search for a customer in the Customers list:

1. In the Filter By drop-list, select Personal, Business, or Show All.

2. In the Search By drop-list, select Customer Name or Phone (Last 4).

Note: Customer Name information entered in the search criteria field is used to pre-fill the corresponding field when you add a new customer.

3. Type the initial alphanumeric characters to search for in the search by text box.

Result: The list displays with only those items that match the Filter By selections and the selected column sorted in ascending (first to last) order and the first matching entry highlighted.

Note: When the filtering is complete, the status bar at the bottom of the window shows Done and the number of matching records found.

For more information, refer to the Note on searching.

4. Use the following buttons to perform the corresponding function: