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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Sales
DrillDown Icon Sales Management
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Customer Information (CI)
DrillDown Icon Customer Information
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To ....
DrillDown Icon Find Existing Customer Information
DrillDown Icon Add a Customer
DrillDown Icon Edit Customer Information
DrillDown Icon Link User Defined Fields to a Customer
DrillDown Icon Contact Information
DrillDown Icon Reports
DrillDown Icon FAQ
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon Accounting
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Find Existing Customer Information

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter Sales/Customer Information/Customer Infomation


The following screen will be displayed:
 



There are two ways to Find Existing Customer Information:

1.     By using the Find button located in the tool bar at the top of the screen.  The following screen will appear:  Double click on the selected customer name to view the customer information.  If you want to view customers with Inactive status or Quote status you must select the Inactive radio. 
 
 


2.    Depress the Lookup tab.  This screen allows the user to locate a customer alphabetically.  Double click on the customer name and view that customer information without having to use the FIND button. This screen will list all of the customers entered with their name beginning with the letters included in the tab selected.  If you would like to view customers with Inactive status or Quote status you must select the Inactive radio. NOTE:  If a customer's name begins with a number it will not be displayed in the Lookup. 
 
 
 
Article ID: 4157