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Cannot Find Existing Customer

Is Customer Inactive?

If a customer has been made inactive, they will not show up anywhere other than the Inactive tab in Setup > Customers.

  1. From the main menu strip at the top, go to Setup > Customers

  2. Click the Inactive tab.

  3. Search for the customer name.

Have you tried a global search?

  1. Click the global search icon (which looks like a magnifying glass), located in the main menu bar at the top.

  2. Enter all or part of a customer name, or a phone number.

  3. Press the Enter key on your keyboard to search.

  4. Click on any of the search results under the Customers header will take you to the Customer Overview screen.

Customer Overview search settings

  1. From the main menu strip at the top, go to Sales/Hire > Customer Overview.

  2. Click the Search for Customer... dropdown.

  3. In the dropdown list, to the right, there is a blue cog icon.
    Click this icon to show the Customer Search Settings popup.

  4. Try changing the search settings to Begins With, or maybe search specifically by AddressPhone or Email.
    Click Save Settings after you have adjusted the settings.

  5. Be sure to revert the settings back to Search by Company/Name and Anywhere after you're finished searching and found the customer you're after, as these setting preferences are permanently remembered.