Improved customer searches

In addition to searching by direct debit reference (which works exactly as before) you can now search by other fields

By postcode

By postcode

1. Select the Postcode option

2. Type in some of the postcode (or all of it)

3. Hit return

1. Click on the dropdown

2. Select the customer you require from the list on the screen or use the scroll bar to see more customers

 

By Surname

This works exactly as for Postcode

By Account

By Account

1. Here you need to type in sortcode, accountnumber (sort code can be either 12-34-56 or 123456) You must put in the full sort code and account number separated by a comma

2. If your sorrtcode, accountnumber matches a customer, you will see that one customer in the dropdown

No matching customer

No matching customer

1. If there is no matching customer, the dropdown will say <No results found>

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.