Searches using the Quick Search tab in the Customer Search window are optimized for fast retrieval of basic information. You select search criteria for one of the available queries, fill in the criteria for all the fields, and search. The following table lists the search criteria for each Customer By sort option.
| Customer By | Criteria Options |
|---|---|
| Organization | Organization Organization & State Organization & Postal Code URL Account Number Purchase Order Sales Order Bill Of Lading Delivery Number |
| Party Relationship | First Name & Last Name Organization Organization & First Name & Last Name Organization & State & Country Email Address Job Title Type & Country Job Title Type & State & Country Job Title Type & Postal Code & Country City & State & Country Organization & Country |
| Person | First Name & Last Name Last Name Last Name & City City & State Country & Postal Code Country & First Name & Last Name City & Province Email Address Phone Number Account Number |
| Customer Key | Phone Number & Ext. Email Address Tax ID Party External Ref. Number Account Number Install Base - Serial Number Install Base - System Number Install Base - External Ref. Number |
| Transaction | Transaction Number Organization Account Number Transaction Date & To Type & Organization & Status Due Date & To Organization & Status Purchase Order Sales Order Bill Of Lading Delivery Number Consolidated Billing Number |
| Account | Organization Organization & State Organization & Country Original System Reference First Name & Last Name ID Number Last Name URL Account Number Transaction Number Purchase Order Sales Order |
| Bill To | Organization Organization & State Organization & Country Original System Reference First Name & Last Name ID Number Location & Site Number URL Account Number Transaction Number Purchase Order Sales Order |
| Payment | Organization Last Name & First Name Account Number Receipt Number Account Number & Receipt Status Receipt Date & To Receipt Amount & To & Currency Paid Transaction Paid Transaction & Installment Purchase Order Sales Order |
| Dispute | Organization Account Number Transaction Number Dispute Request Purchase Order Sales Order |
| Promise To Pay | Organization & Promise Status Last Name & First Name Account Number & Promise Date & To Transaction Number & Installment & Promise Date & To Organization & First Name & Last Name Purchase Order Sales Order Account Number |
On the Quick Search tab, select the radio button corresponding to the query you want to use.
Enter search terms in all fields.
Note: Limit the use of the % character to customer-related fields. These include Organization Name, State, and Postal Code. You can use the % character to represent any unknown characters in a search term.
If you want to include inactive records in the search, then select the Include Inactive Records check box.
Click Search.
The window displays the results of your search as a dynamic table on the same tab where you entered your search criteria. You can sort the results by any column.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, then select the Multiple Windows check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
The application displays an item in the Collections window.
You can view all of the publicly accessible notes associated with an item and create new notes by clicking View Notes in the search results.