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Select a Customer

Note: This procedure selects an existing customer from the customer database for review and maintenance of the customer's record. To add a new customer to the database, refer to Create a Customer Record.

1. Navigate to the Customer Look-up window.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Customer Admin > Select Customer (or Customer Admin > Select Another Customer) from the main menu to display the Customer Look-up window.

   

2. Complete either of these procedures:
   • Enter the customer's phone number in the Phone field.
   • Enter all or part of the customer’s last name in the Last Name field.

3. Press the Enter key on the keyboard to display all matching results.

   

4. Double-click a name to select the customer and display the Overview of screen for the customer.