Click here for a sample Customer Search report
The 'Customer search' report provides you with the ability to locate customers by their purchase order number, credit card number, check number, wire transfer number, or telephone number.
Purchase order numbers
Credit card numbers
Check numbers (Wire transfer numbers)
Phone numbers
To locate a customer or order with a given number, enter the number in the appropriate column and click "OK." QuickFill will scan all of the customers and/or orders in the database in order to locate your number and will produce a report that shows the order numbers or customer numbers that matched. Since this scan may take a while, depending on the size of your database, you can search for 13 numbers of each type in a single pass.
Matching of the numbers is done without regard to spacing or punctuation. So if you enter a credit number of 4019-1234-5678-901, this will also match 4019 1234 5678 901 and 401912345678901. Similarly, it does not matter if a telephone number contains spaces, parentheses, or hyphens.
You may use wild cards in the numbers for which you are searching. A question mark will match any other single character, while an asterisk on the beginning or end of the number will match any number of characters.
Example: You want to locate the customer whose phone number is 555-1212. You don't know the area code. In fact, you don't know whether the phone number was entered with an area code or not. So you enter two numbers: 555-1212 and ???-555-1212. The first number will match if the customer's phone number has no area code, and the second will match any area code.
Example: A customer's purchase order number typically ends in the year it was issued. You wish to find purchase order number 123456, but you don't know in what year it was issued. So enter 123456*, and QuickFill will locate all orders with purchase order numbers that begin with 123456.
Click here for more information about Filter screens and Options for running reports.