Use this screen to search for existing customers.

You will use this screen when you are creating estimates and when you are maintaining your customer information records.

Click on the Search button to show an alphabetical list of all your customers.

Click on the column headings of the customer grid to change the sort order of the customers. For example, if you click on the ZIP column heading the units will be sorted by ZIP.

Double click on a customer to use it. If you are creating an estimate, the information from this customer record will be copied to the estimate customer information screen. If you are performing customer maintenance, the information will be displayed on the Customer Maintenance screen.

Click on a customer and then click the Delete button to remove the customer. A message box will pop up to let you confirm you want to delete this customer. Make sure you want to remove a customer before you delete it. You may delete several customers at the same time by clicking on them one at a time while holding down the "Ctrl" key or by clicking on first one, then pressing the "Shift" key before clicking on the last customer in a range to select several customers, and then clicking on the Delete button.

Several search boxes show on the top of the Customer Search screen. You can enter your search criteria in these boxes to help you quickly find the customers you need.

Click on the Search button and a list of customers will show in the search grid based on the search criteria entered.

Click on the Clear button to clear all the search boxes and start with a fresh search screen.

• Unit#: The search will list all customers which have associated units containing what you enter here.
• Customer Name: Enter all, or part of a customer name here. For example, if you enter "ABC" here the search will list customers named both "ABC Trucking" and "ABC Leasing".
• Phone: You may enter any part of the phone number. For example, entering "503" in the first phone number field will list all customers with a phone number area code of "503". You can further limit the list by entering the prefix and/ or the last four digits of the phone number. You may also enter the "1010" to list all customers with "1010" in the last four digits of any of the phone numbers in that customer record.
• Email: Enter any part of the email address here. Entering "ABC" in this field would return customers with an email address of both "ABC@email.com" and "test@ABCtrucking.com".
• Address: The street address or po box can be entered here.
• City: All customers with this city will be listed. If you enter "Springfield" here, both customers in Springfield MO and Springfield OR will list.
• State: You may select an state, or combination of states. To select more than one state, just click on one state, then hold down the "Ctrl" key while clicking on any other states. Customers in all those states will then list when you click on Search.
• Zip: Enter any part of the zip code. If you know the full 5+4 zip code you can use that for the search (providing the full 5+4) stored in the customer record.