Searching for Customers/Employees

As your company database grows, so will the number of customers and employees in ServiceCEO. Thus, your customer and employee lists will become quite large. To help you quickly and easily find the record you want to view, ServiceCEO has many features to help you find a specific customer or employee record:

Column Sorting. Click a column heading to sort all records according to that column. You can sort any column name in either an ascending or descending order. For example, if you click the Full Name column header, the list will be displayed by the record's full name, sorted A-Z. A small up arrow appears in the column header to indicate the direction of the sort. Click the column header again to sort the Full Name column in descending order (i.e., Z-A). A down arrow appears in the company name column header.
Individual Match. Click a column heading and start typing the value you want to display. ServiceCEO will move to the record that matches your text. For example, if you click the Full Name header and type “mey”, all records containing these three letters will appear (e.g., Meyer, Steven; Carmichael, Meygan; Admeytech Corporation; etc.).
Tabs. The tabs, located at the bottom of the screen, filter the customer list via the Full Name or Company Name field. For example, click the ABC tab to display only those records whose full names begin with A, B or C.

Caution!

Caution:
In order to prevent slow downs in the performance of ServiceCEO, if you have more then 8000 customer records in your database, options 1-3 will not work.

Search. The search field varies depending on where you access it:
- Customer List. Use the Quick Search fields. See the Customer Quick Search section for more details.
- Employee List. Click Show Find to display the Search field. Type search criteria into the Search field and click Find. The list will display all records that match what you typed.
Advanced Search. See the Advanced Search section for details.
Filters. See the Filter Overview section for details.

Note!

Note:
The Filter is now always active on the Customer page. To edit it, click the arrow next to the Filter button and click Edit Filter (or press SHIFT + F12).

Field Chooser. You can use the field chooser to display different fields on your main customer and employee lists. See the Field Chooser section for more.