Selecting a Customer

Retrieving a Customer Using Word Search

You now have an additional way to retrieve using specific words and the symbols \\ (two backslashes). In this example, we'll retrieve a customer using the word OFFICE.  

1. Click to open the Customer Query dialog box.

2. Click the Name box and type \\OFFICE. Press Enter.

3. The system retrieves each instance where the word office appears in the customer's name, for example, Office Warehouse Supply, Warehouse Office Supply, or Supply Warehouse Office.

Notes: To retrieve a customer using more than one word, you could type OFFICE AND LAW. The system retrieves each instance where the word office and law appear in a customer's name.

The words "or" and "and" are key words that let you search for multiple words in the customer's name. The word "or" means that only one of the words has to exist in the description. The word "and" means that both words must exist in the description. The word "not" excludes names with the word you specify.