Customer Search

The search tool allows you to perform simple or complex searches for Customers and Vendors.  

 There are two tabs on this form; AR Search and AP Search.  The AR Search is used to locate your customer records.  The AP Search is used to locate vendor records.  More information on the AP Search is located in the Accounts Payable section of this help tool.  

The AR Search is launched by any of the following methods:

  1. Clicking on the Binoculars icon on the main application toolbar.
  2. Typing in a Name or Customer Number in the search Text box on the main application toolbar.
  3. From the Client Management module, click on the Customer Explorer option.


Search Methods

There are two types of search methods.  Each search method is described below 

  • Simple View - when selecting this option,  the application will only search for records related to the Customer Name or Customer Number fields.

  • Advanced View - when selecting this option,  a drop-down list is provided in the Search For field to try a locate a customer based upon many other criteria.

SImple View

When opting to use the Simple View method, searches may only be performed using the Customer Name or Customer Number.  You do have the ability to use one of the three Search Methods; "Begins With", "Contains", and "Exact".

The search method “Contains” will examine the data to find the Customer based upon the information entered into the search text box.

SImple View - "Contains" Method

For example, if we select Contains as our "Search Method" and type in the word Smith in the search text box, the results returned would be any Customer where the word Smith is found in the Customer Name field.  This would include the following examples:

George Smith

Smith, Mary

AL Smith & Associates