Basics
The Find Customer screen helps you find individuals, families, or groups. You can also create a group or individual from this screen.
Navigation: CampLink > CustomersFields
- Name: the name of the individual, group, or family. You may use partial strings to search on only a portion of a name.
- Type: the type of entity, whether Individual, Group, Family, or other specific group.
- ID: the numeric ID of a group, family, or individual
- City: the city included in the address for the entity
- Phone: the phone number included in the contact section for the entity
- Search Foreign: if this is checked, the State and Zip fields disappear, and the City field changes to Address where the main address is listed in its entirety.
- State: the state included in the address for the entity
- Zip Code: the zip code included in the address for the entity
Special Actions
- Create a new group
- Create a new individual