Breadcrumbs

Open a Specific Customer or Vendor by Name

If you are on the Customer or Vendor screen and want to open a specific customer or vendor, you don’t need to return to the search screen to do so.

At the top of the screen, click the spyglass Screenshot 2025-03-24 110403.png button.

customersearch.png

A window will open where you can type either a Company Name or a Contact Name. Either click the spyglass button or press Enter on your keyboard and the matching customer or vendor will open.

customersearchdialog.png


If more than one match is found, you will be shown all matching results and can pick the correct one.

customersearchdialogmany.png


The screenshots in this article reference customers, but the interaction works the same way for vendors.


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