Upon opening Customer, a grid displays listing Customers with favorites at the top. Select the Star to make a Customer a favorite. This grid operates much like an Excel spreadsheet. For more information on how the grid functions, see Using Grids in Agvance SKY.
Select the Filters button to determine how to search for Customers. Choose the Search By then indicate the Search Criteria. The columns selected here determine which ones are included in the search. For example, if searching by phone number, select Phone 1 and Phone 2 to search both of those columns for the phone number entered.
Starts With will search First Name, Last Name or Last Name, First Name. If there is a middle initial, it is recommended to use Starts With and type the last name, then first name.
Determine if Active or Inactive Customers should be included. Additionally, a Location can be selected to show only Customers from that Location.
Selecting a Customer name opens the Overview page.
