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- Go to Maintenance > Customers.
- Double the customer record you would like to add the Alternate Lookup to.
Enter any alphanumeric identifier into the Alternate Lookup field.
Div ThisNote This must be a unique identifier that does not already exist as a customer Alternate Lookup or customer Name.
- Save and Close the customer record.
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- Enter the Alternate Lookup in the Look for field.
Select "Alternate Lookup" from Search User drop-down.
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