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  1. Go to Maintenance > Customers.
  2. Double the customer record you would like to add the Alternate Lookup to.
  3. Enter any alphanumeric identifier into the Alternate Lookup field. 

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     This must be a unique identifier that does not already exist as a customer Alternate Lookup or customer Name.

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  4. Save and Close the customer record.   

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  1. Enter the Alternate Lookup in the Look for field.
  2. Select "Alternate Lookup" from Search User drop-down.

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CXTU Courses/Lessons
  • CSR Role Training: Customer Record
  • Accounting Role Training - Customer Record
  • Administrator Role Training - Customer Record
  • On-Boarding Training: Customers


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