Customer Lookup Tab

This tab displays when you select a Lookup button beside a customer field. Entries appearing on this tab are established in eFinancials.

ClosedFields

Find

Enter the first few letters or numbers to search for, and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Customer ID

The identification of the customer. Click this column title to sort the list.

Customer Name

The name of the customer. Click this column title to sort the list.  

See Also

Work Orders Overview

Work Orders Procedures Introduction

Work Order Task Procedures Introduction

Work Order Field Descriptions Introduction

Work Order Templates Overview

Recurring Work Orders Overview

Quick Task Entry Overview

 

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