Find Customers

To find an existing customer, perform the following:

 

1.Click on the People tab.

 

2.Click on the Customers option.

 

3.If you know all or part of the customer name, enter the name in the search field on the left.

 

4.Click Search to refresh the customer list with your results.

 

5.If many customers are showing on the list, you may sort the list either ascending or descending by clicking on the customer name column label.

 

6.Click on a customer name to view additional details.

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