In the top of your screen you will find the Searchbar.


Through the searchbar you are able to search for existing Customer and Partner files.


You can search on any of the following information:


For customers:


- First name

- Last name

- E-mail address

- Phone#

- Customer number

- Assignment number


For Partners:


- Partner name

- Partner number

- E-mail address

- Assignment number


The results will show up in 2 separate tabs. 1 for Customers and 1 for Partners.


If you do not get the results you are looking for you can:


- Create a new customer by selecting 'add customer'  under the Customer tab

- Create a new partner order by selecting 'Add Partner'  under the Partner tab

- Create a new Assignment for an existing Customer or partner by selecting  'Add assignment' under the existing Customer or Partner.