Find a customer.

You can filter all of the fields within your customer database using any keyword(s).

  1. On the File tab, in the Customer group, click the Find Customer button.
    Backstage View Customer Details
  2. Type your keyword(s) in the Lookup field and/or use the Salesperson and Status fields to filter the customer list.
    Find Customer Dialog
  3. Click the Lookup Customer button.

NOTE The Order By field allows you to sort the customer listing by Customer Id or Customer Name