Find a Customer by Last Name

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If you know the accounts "bill to" last name, here's how to find detailed information about that customer.

 

From the Lynx Main Menu . . .

1. Left-click on Customers.

2. Left-click on Find a Customer.

3. This will display the Find a Customer window.

4. Left-click the Last Name or Company radio button:

 

5. The cursor will automatically be positioned at: 

 

6. Key in the "bill to" last name you're trying to find.

7. As you key, the accounts will scroll by showing you one line per account.

Here's a handy way to quickly look at your customers in several different ways. You can immediately change the sequence of this screen by left-clicking on any of the column headings (except Balance). For instance, if you left-click on the column heading, all of the customers will immediately be sorted and displayed in "Account Number" sequence. If you left-click on the column heading, all of the customers will immediately be sorted and displayed in "Bill To or Company Name" sequence. The same goes for Street #, Street Name, and Phone. NOTE: The column heading that's turned red will be the one that the customers are sorted by.

 

8. Double-left-click anywhere on the line of the account you want.

9. This will display the detail account screen for that customer.

From this screen, you can find other information about this account by left-clicking on any of the tabs (such as Account, Ledger, People, etc.).

 

10. When you're done, left-click the close button to return to the Lynx Main Menu.