8.10.3. Search for Customer

To search for a Customer, select the "Search for Customer" option. The following screen will appear:

Search for Customer

When searching to retrieve Customer information from the database, you are presented with the following options:

Search for: Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

Show Inactive Customers

Select to show inactive Customers as well as active Customers. By default, inactive Customers are not displayed.

CRM Accounts

Display will show search results for Customers, using specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
EDIT: Enables you to edit highlighted Customer. The edit screen is the same as that for creating a new Customer—except that when editing, the fields will contain Customer information. Double-clicking on a Customer will also bring you to the editing screen.
VIEW: Highlight a Customer and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on a Customer in the Customer list enables you to select from the following menu options:

View: Highlight a Customer and then select this button to reach a read-only view of the "Edit" screen.
Edit: Enables you to edit highlighted Customer. The edit screen is the same as that for creating a new Customer—except that when editing, the fields will contain Customer information. Double-clicking on a Customer will also bring you to the editing screen.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.