Find customers

Goal

Find, filter, and open customers.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Go to Customers.
2. Use search and filters (status, party, date) to narrow results.
3. Open a row for detail, or start New to create.

Result

You can locate the right customer quickly.

Related

• work/parties/customers/create
• work/parties/customers/overview