Customer Management
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      Customer Company Search

      This article will show you how to utilize the Customer Company Search page:

      Quick Reference Video Summary:

      • The Customer Company screen will show you a list of your customer companies with additional details readily available
      • Filters are available to search companies based on status, tax number, phone number, credit status, and more...
      • Alerts Column will either contain a Yellow, Red, or No Dollar sign:
        • Yellow Dollar Sign: No Credit Limit Set
        • Red Dollar Sign: Over the Credit Limit
        • No Dollar Sign: Credit Limit set, but Customer is not Over the Credit Limit
      • Clicking the Company ID number from the ID column will navigate you directly to that respective company's customer profile; you will also be able to begin editing and viewing the customer company detail from the Action column