The Search customers dialog

This dialog displays master data from the customer registry.

To access this dialog: Click Customer name in the document view or press F2.

Use this dialog to find and select a customer in the document view. Use the boxes above each column to filter the results of the list using starts-with matching. For example, typing "Spring" returns Spring, Springfield, Springdale, etc. You can filter more than one column at a time. Double-clicking a customer closes the dialog and copies the customer to the current document.

The search box uses whole-word matching, whereas the filter boxes above each column use starts-with matching.

Search Searches all columns for the text you type here using whole-word matching. For example, assume you have suppliers in the city of Springfield. Searching for "Springfield" will return results, but searching for "Spring" will not.
Reset all filters Resets all of the column filters.
Settings

Lets you specify which columns you want to see in the list. Available columns include:

  • Blocked

  • City

  • Country name

  • Fax

  • Organization number

  • Postal code

  • State

  • Street

  • Tax registration no.

  • Telephone number

  • Bypass verification

  • Exclude from identification