1. Navigate to Sales Operation and select Search Customer
2. Key filter criteria :
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- Active Customers – selected by default – deselect to include inactive customers
- Location – will default to your selected location
- Salesperson – includes salespeople from all locations
- First Name – all or portion of customer first name
- Last Name – all or portion of customer last name or company name
- City or State or ZIP – enter any one of the three
- Sales Tax No. -
- Preferred Make or Model – if one is keyed in the Customer Wish List
- Select Category – part price category
- Phone Number – only home phone number is searched
- Include History – select if you want to include history
- Last Activity – displays Customers who have activity during the selected date range
- Date Entered – displays Customers who were entered during the selected date range
- Prospect Status – select one status to filter your customer selection
3. Click the Search Button to display search results
4. Toolbar options include the following:
-
- New – add a new customer
- Print – print the customer data that was loaded
- Export – export the data that was loaded to an Excel file, to save on your local drive
- Hide / Show – will hide / show the filter criteria
- Group By – allows you to drag a column header for filtering presented list
- FlexView – select and save a specified view of the list
- Refresh – clears any filter criteria currently selected
VIDEO: Watch video timeline 32:50 - 33:28.
Related Articles:
Customer Association "Co-Customer"
How to Locate / Re-activate a Deleted Customer
Create Customer Prospecting Statuses
Using Customer Prospecting Statuses
Moving a Deposit Between Customer Accounts
Update Customer's Address Zip Code, using the "plus-four code"
Customer Follow-Up Reminders Set-up
Changing Customer Prospecting Statuses Follow-up Timelines