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After Customers have been entered into the Job Manager system, you may generate a lists to review all Customers, or Customers with a common Customer code, city, state, and/or zip/postal code. This can be performed by conducting a Find Customers search.
- Select the Customers tab and click the Find Customers link in the Customers Home page. The Find Customers page will open.
- Enter the search criteria you want to use. Search criteria may include any combination of CSR, Sales Rep, Customer code, city, state, zip/postal code, and/or Customer index. To search for all Customers, type "*" (without quotes) in the Keywords field.
- Click Search (
). The results will be displayed in the Search Results page, displaying information for all Customers whose information matches the search criteria.
Tip: If the results of the search spans multiple pages, you can see all search results in one page by clicking the Print View link. The results of the search will appear in a new browser window, formatted for printing.
- EXPORTING: To export the results of the Customer List window, click Export Data. In the Export Data window that opens, set the export options and click OK. The file will be exported and downloaded according to the download settings of your browser.
Additional information on searching is available in "Using Standard Searches" on page 49 and "Working with Search Results" on page 53 of this guide.
Note: Additional information on Exporting Data is available in the "Exporting Search Results" section of this guide.
"Creating A Customer" on page 212
"Printing Customer Information" on page 215
"Viewing Customer Jobs" on page 218
"Using the Quick Search" on page 43
"Using Standard Searches" on page 49
"Working with Search Results" on page 53