Find Customers
When searching for a customer in Customer Focus, only the customers which are in the grid can be found. If the customer has no sales for the time period selected, you will get a message of customer not found in grid. To search for a customer in the Customer Focus task:
- Click on the “Find Customer” button in the toolbar.
- In the Column drop-down, select Last Name, Card No, Driver’s License, or address information.
- From the Operator drop-down, select the correct function, for example, = if you know the exact information, or Like if you only know partial information.
- Enter the information according to your selection. You can enter a portion of the name or card number, etc., if you have selected Like as the operator. Press the Find button to populate the list box.
- Select the name from the list box and press OK.