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For example, before creating a new customer for Mansfield Supply, you would click into the customer name field and enter the name or a portion of the name surrounded by asterisks.

1. Navigate to Accounts Receivable & Cash.

2. Click on Customer.

3. Click within the Customer Name field. 

4. Enter the customer's name.

   1. Click the All radio button to view all accounts (active & inactive).

   2. Click Search. If the customer exists, results will appear below the Search window.

      1. To edit the customer bio, click Edit.

      2. To view the customer's transaction history, click Report.

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