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Searching for an Account in Collect |
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Sun Documentation -
Collect
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SunSystems Collect has a powerful search functionality, that enables you to find a customer using different search criterias Click here to see a screenshot 1. From the Inquiry menu select Find. 2. Enter the account code or range of account codes. 3. Check debtor, creditor and/or client account type. 4. Enter the full and correct account name in the Account name field. If this is not known,.enter as much of the name as possible using the % sign to indicate unknown elements, for example: - the%, returns all accounts with the word the at the start of the name.
- %the, returns all accounts with the word the at the end of the name.
- %the%, returns all accounts with the word the within the name.
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5. In the Address fields:
- check the And option to specify that each one of the fields entered in the Address screen must be matched to return a record.
- check the Or option to specify that any one of the fields entered in the Address screen must be matched to return a record.
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6. In the Contact fields:
- check the And option to specify that each one of the fields entered in the Contact screen must be matched to return a record.
- check the Or option to specify that any one of the fields entered in the Contact screen must be matched to return a record.
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Tip: When searching by phone or fax number, enter a single phone or fax number and a search will be performed on all phone number fields or fax number fields within contacts and addresses. 7. Click Search. 8. When the list of records is returned, click Select to display the Account Details screen for the record, or Details to display a list of transactions. Only registered users can write comments.
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Sun Documentation 
