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Searching for an Existing Customer

There are multiple ways to search for an existing customer.

AMS Sales

1) Login to the Sales.
2) Click on the Customer icon.
3) Enter in the customer's information and click Search.

 

POS

1) Login to the Sales side of Agile.

2) Go into POS.

3) Click on the Search icon.

4) Enter in the customer's information and click Search.

 

 

Administration

 

 

1) Login to the Administration.

2) Expand the Customer folder and click on the Customers icon.

3) Enter in the customer's information and click Search.

 

NOTE:

If the customer is not coming up, try searching for a limited amount of information (ex. last name only). Make sure Exact Name Match and Search For Business are unchecked to broaden the search range.

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