Select an Existing Customer

You can select an existing customer for use in a Manager Order in the Customer List Dialog box. You can also select a customer directly in the customer panel by typing in the first couple of numbers in his phone number.

To select an existing Customer in the Customer List:

1.  In the Customer Panel, select Name to select a customer, or Company to select a business customer.

The Customer List displays.

2.  Click your mouse pointer on the tab with the first letter of the desired name along the left side of the list.

     OR

You can take advantage of Manager's Alpha Search feature. Alpha Search provides easy searching on larger customer lists. How it works is that you type part of the customer's last name at the top of the roledex and the customer list will jump to that part of the list.

3.  Highlight the appropriate Customer/Company name.

4.  Select OK.

You are returned to the Customer panel with the Customer/Company information transferred to your order.

5.  Add any additional information to the customer record.

To select a Customer by phone number in the Customer panel:

1.  In the Customer panel in a new order, type the customer's phone number, or the first few digits of the phone number (at least three) in the Home (Telephone) field.

2.  Press Tab.

     OR

     Click your mouse pointer in any other field.

Customer information is automatically entered in the appropriate fields.

To select a vehicle for the Customer:

1.  If the customer has more than one vehicle, highlight the desired vehicle in the Vehicle Selection box.

2.  Select Next to continue the order at the Vehicle panel.

See also...

Customer Screen

Vehicle Screen

Printing a List of Customers