Follow these steps to use CMS's built in search on the customer or company name. In a new order form or in the Customers window of Contact Manager:
1 Type the company name in the Company box.
-or-
Type the customer's last name in the Last Name box. Search tips
It's better to use the company name if there is one. You can then overwrite the contact name and information if you need to. The contact information will be stored with the order, but the sales information will be added to the sales history for the company.
2 Press Enter to go to the next box.
If you go to another box by clicking in it, the search will not be performed!
CMS searches the database for records with matching characters. You can sort the search results (in ascending or descending order) by clicking on any column header.
3 Select the desired record from the Candidates list at the top of the form.
Alternatively, you can use the Find Customer button.