Customer Search overview
This topic is under construction. It may be incomplete and is subject to change.
What is Customer Search?
The customer search function is most often used as part of the many other AIMsi features. Any time you access a feature that automatically displays the Pick Customer window you have the option to perform an advanced search of your customer catalog. You may do this when you create a sales invoice, purchase order, service ticket, a new student, a new consignment, or one of the many other features in AIMsi where you would select a customer account before completing the task.
The advanced customer search option allows you to search for customers based on a number of different values outside of the standard customer name or account number. For example, you may choose to search for a customer using a driver's license number, an email address, or an order number.
In addition to using the advanced customer search from the Pick Customer window, you may also choose to search for a customer directly by accessing the Customer Search window via the Customer menu options.
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