Performing a customer search

Open the Call Center form.

Click New Record.

Find Customer By—Choose one of the following options to search for a customer:

Phone—Select to locate a customer by phone number in the system. The system searches all phone fields, not just the primary phone.
Employee Code—Select to locate call center employees by their codes.
Last Name—Select to locate customers by their last names.
First Name—Select to locate customers by their first names.
Employee Name—Select to locate call center employees by names.
Address—Select to locate customers by their address in the system.

Enter data in that contains, e.g., if you chose to search by Phone, enter the phone number, and then click Search to begin the search process.

Note: If exactly one match is found, the system populates the information in the Customer Information section.

If more than one match is found, select the correct match from the Customer Information lookup.

If no match is found, the system copies the search criteria information to the Customer Information section.