back to How to... Rental
It’s important to know if the customer already exists in your system because of outstanding items, historical data and so on. There for we should check if this customer is a new customer or not. So in the Exact Software we should search if this Customer exists.
Where to search: e-Sy CRM
This screen is used to search the customer database. In the process it is used to find out whether the customer is an existing associate.
In e-Sy.CRM it is possible to search for customer and contact (-person) information, this will be described below. The more options you fill in, the more you can refine your search. This means you will get fewer results and more accurate hits.
How to search for AccountsTo recall the information of the associates in your system you can use the link ‘Accounts’. where five buttons are of interest:
Click this button after filling in your search criteria to start the search for accounts or contacts;
When you click this button, the fields you have filled in the first place become empty again;
This options enables advanced customer search fields
In this screen de default search criteria can be enabled
Click this button after filling in your search criteria to count the number of search results
The text fields in e-Sy.CRM are not case-sensitive and it is possible to only fill in part of the text, even if this text is not the beginning of the text. It is also possible to use wildcards. If you do not know part of a text, you may fill in the percent sign ‘%’ instead. A search for ‘joh%n will give ‘johnson’ but also ‘johanson’, if such a name exists in your database.
If there are no results to your search you will get the following message:
No records found for the given selection criteria.
Search options in Account search