In OIS Central there are two ways to look for a customer.

Method 1

You can use the quick search in the upper right corner from the OIS Central at main screen, this search will always be visible in all tabs. The search has the following filtering options: Search by Account #, Company, Contact, City, Street, Telephone y Zip.

 

Click image to make bigger
Click image to make bigger

 

For example: you wish to look for a company, but you don’t remember the full name but you do remember part of the name you just need to type part of the name and the list of customers will be updated to the search criteria.

 


Method 2

Go to the Customer section; you will see at the top a search section as shown in the graphic below.  Then you can just type the account # or company name or contact in the fields below and then the list of companies will be shown.

 

Click image to make bigger
Click image to make bigger