Basics

The Find Customer screen helps you find individuals, families, or groups. You can also create a group or individual from this screen.

Fields

• 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