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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.
Fields
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
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