Looking up a Customer

To look up a customer using CPMobile Customer Lookup:

1. Tap Customer Lookup on the main menu to display the Customers screen.

   

2. Tap Search Customer (or the button).

3. Tap Name, Phone, E-mail, or Cust no to choose how you want to search for a customer, and then enter all or part of the customer's name, phone number, e-mail address, or customer number in the Search bar.

   

If you cannot find the customer you are looking for, tap the New Customer button to add a new customer record.

4. Tap a customer to view the customer record.

   

You can also add the customer to a ticket, edit the customer record, view recent sales, or view monthly history.

5. On an iPhone or iPod Touch, tap the Customers button, and then tap Cancel to return to the Customers screen.