Search customers dialog

This dialog displays master data from the customer registry.

To access this dialog, select 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 using starts-with matching. For example, typing "Spring" returns Spring, Springfield, Springdale, and more. 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 using whole-word matching. For example, if you have suppliers in Springfield, searching for "Springfield" returns results, but searching for "Spring" does not.
Reset all filters Resets all column filters.
Settings

Lets you specify which columns to display 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