Customer Search Example

The following example demonstrates how to create a search to find all of your customers who live in the Newcastle area who are over their agreed credit limit.

1. From the Customers window, click Search.

The Search window appears showing either a new search screen or if you have previously created a search request, the last request you created appears.

2. If a search is already shown, to clear this information to create a new request, click Discard.

3. From the New drop-down list, choose the Where option.

4. From the Field drop-down list, select the Account Address Line 5.

Note: This option assumes that you always enter your customer postcodes on Address line 5.

5. From the Condition drop down list, select Is Equal to.

6. In the Value text box, enter the NE*.

This search finds all customer with an Address Line 5 (i.e. postcode) that begins with NE.

7. To add a second selection to your request, press the TAB key to move onto the next line.

A second line appears.

8. From the new drop down list, select And.

9. From the Field drop down list, select the Over Credit Limit field

10. From the Condition drop down list, select Is Equal To.

11. In the Value field select Yes.

12. When you have finished setting up your search request, you can save it by clicking the Save As button.

13. To apply the search request, click Apply.

14. To return to the module window to view your search results, click Close.