Find Customer dialog box
In the Find Customer dialog box, search for customers and create or modify customer filters.
Use the Comments tab to limit the search by searching for words in the comments stored with the customer.
Use the Find Now tab to view the search results.
On the General tab, specify general customer information to limit the search.
Select a saved filter.
When you select a filter, the fields on the tabs are populated with the search criteria that you saved for that filter.
To clear all values, click Reset.
Click to save the filter that is displayed in the Filter Sets list.
This button is enabled only if you have made changes to filter values in the Find dialog box.
Click to create a new filter.
Enter a name for the filter. To create a filter based on the values already set in the Find dialog box, select the Based Upon Current Set option.
|Click to delete the filter that is displayed in the Filter Sets list.
Enter the customer name.
You can use wildcards:
|Enter the location of the customer. You can use wildcards.
|Enter the project name. You can use wildcards.
|Enter a contact name. You can use wildcards.