Searching Companies and Contacts

You can search for a specific company (Customer or Supplier) by name or by a contact name. This action can be performed both from the Ribbon Menu or the Main Customer Form.

To use the Ribbon Menu, select the Find tab then either Company or Contact. Enter the name and click ok. If using the Main Customer Form, enter the Company Name or Contact Name in the search boxes provided.

Note that you can use the * character as a wildcard:

e.g. If you were searching for Joe Bloggs you could enter *blog* to find any companies with 'blog' anywhere in their name.

Have more questions? Submit a request
Powered by Zendesk