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OK in this video I'm going to show you finding and updating customer records in
OrderHarmony
so we'll click on customers here
we'll see the list of all the customer records
and we're going to find a customer called Gregg
and so we type his name into search and there he is
so we get his uh... contact details here, phone numbers,
his email address
you can click that, fire up your email client, send him an email straight away.
uh... we've got his customer address, his invoice address and his delivery address
down here
and we can see his orders and click straight through there, straight to his
orders
and then get straight back as well so
you can also find a customer using his email address
if we want to search for his email address we'll get straight into his record
we could also search for people by postcode
so if we uh... look for VM56 5TR
then we'll find any customers in that postcode which include these to and there's
Gregg at the top
uh... we can also add a note to a customer
so we'll uh...
put "crazy about golf"
in
Gregg's record
and whever we search now, if we search for golf
then we'll find that
uh...
so we can also edit
Greggs' records
we now know his company name is
ACME products
so we'll update that
all updates are shown instantly
we should be able to find Gregg now
by his company name
so that uh... should give you an
insight into finding and updating customers in OrderHarmony