Sales and Purchase Ledgers - Flipbook - Page 337
Search for CRM Record
in
Take Deposits
Introduction
When recording a customer deposit, the system requires as part of the mandatory information, a link to a CRM
Customer or Company record.
It is possible to search for CRM records by entering at least three characters of the customer or company name.
The system will then present a list of matching records.
If the required record exists, then by clicking on the line the system will display the address details for
confirmation. The Load button will pull the details through to the deposits routine.
If the required record does not exist, then the Create button will allow a new CRM record to be set up. The
system will prompt for the postcode as the starting point to create a new record. Then the customer or company
details may then be entered.
Customer/Supplier Search
01.01.900.01 – pwise – 01/06/06
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