1.Enter a keyword(s) in the Find field

Search customer using Find field

2.Press the corresponding button to perform the search. You can choose between : Customer ID, Customer Id wildcard, Last Name, Phone, Practice, Account Number, E-mail, Address 1+2, City, State, Zip Code License number and Case Number.

3.All records that match the entered search criteria will be displayed in the grid.

4.You may Search Current Query. Check the checkbox, enter value in the field and click on the search icon next to it.

For example if you wish to find all customers from a specific state, enter the state code in the Find field and press the State button.

Please Note: In File > Personal Settings > Customer View Users can set the default table used for searching customers. You can choose between : Customer ID, Last Name, Practice, Account Number, Phone, E-mail, City, State, and Case Number.

1.Click the Browse button to open or close the grid where all customer records are displayed.

Browse to see the customer records in grid

2.Once the grid is on the screen you can search customer records by entering data in the column headers or by simply navigating through records using the next and previous page buttons.

1.Several queries are available to choose from

Query

2.Select the desired query from the drop down list

3.If there are records found you may view them in the grid. Click the Browse button if the grid is not on the screen.

Please Note: In File > Personal Settings > Customer View Users can set:

• Default Customer Query - This query will be set by default each time you log in.

•Alert user when no Customer records in Query - Check this option for an alert message to display when no record is returned after selecting a query.

1.Navigate to Customer menu > Advanced Search  

2.Enter the values that will be searched in the database

3.Click Search

4.The Advanced Search form will close and the results will display in the grid. Click the Browse button if the grid is not on the screen.