Customer Management
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      Customer Company Search

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

      • The Customer Company screen will show you a list of your customer companies, with additional details readily available. You can access this screen by going to Customers > Companies.

      • Filters are available to search companies based on:
        • Office
        • Sales Rep
        • Name
        • Status (Active, Inactive, Locked)
        • Reference Number
      • By clicking the advanced filter, you will be able to access even more search criteria, such as Tax Number, Phone Number, Zip Code, and Credit Limit.
      • You will have the option to export to Excel.

      • The 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