Selecting Customers

Procedure

To select customers:

  1. Select Customer Analysis.
    The Customer Search screen appears.  

  2. Enter search information for the customer, and click Search. How? You can also execute the customer search by pressing the Enter key instead of clicking Search.

If the number of customers exceeds a maximum number, the list does not include all customers matching the search criteria. In this case, you must enter more precise search information to view the additional customers.

  1. In Search Results, locate the customer, and select the link in the Customer Name column.
    The Basic screen appears.

When you select any column header the list sorts by that information in ascending order. If you click the header a second time, the list displays in descending order.

Note: You can optionally select all the customers listed in Search Results by clicking Select All.