Difference between revisions of "ITrack/Chromium Customer Search Page"
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At the bottom of your search results, there will be 2 buttons (all 4 will appear once you select a customer). They are: | At the bottom of your search results, there will be 2 buttons (all 4 will appear once you select a customer). They are: | ||
====The Merge Button ==== | |||
[[Image:ITrack-Chromium-Customer Merger.PNG|right|thumb|400px]] | |||
if you have selected two or more companies (select by checking the checkbox on the left), you can click the merge button. This will bring up this popup. | |||
Select one of the companies to be the parent company in the merger. This will make the new, merged company retain all the info from the parent, while also getting all invoices and notes from the other companies. | |||
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Revision as of 08:40, 26 May 2020
The Customer Search Screen allows you to look up customers you have previously entered into ITrack Chromium. Simply type in a keyword, and Chromium will bring up all customers that match that description.
For example, I typed customer into the search bar, and Chromium brought up all of my customers that had the word customer somewhere in their name.
If you want to create a new customer, click the green New Customer button next to the search bar to open up the Customer Info Page to fill out all required information.
At the bottom of your search results, there will be 2 buttons (all 4 will appear once you select a customer). They are:
The Merge Button
if you have selected two or more companies (select by checking the checkbox on the left), you can click the merge button. This will bring up this popup. Select one of the companies to be the parent company in the merger. This will make the new, merged company retain all the info from the parent, while also getting all invoices and notes from the other companies.
