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Searching for an Existing Customer

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There are multiple ways to search for an existing customer.

AMS Sales

1) Login to the Sales side of Agile.
2) Click the Customer icon.
3) Type in a Keyword to search for the customer (i.e last name, phone number, email, customer #, etc.) and click the Search button. 

Customer_Search.jpg

 

POS

1) Login to the Sales side of Agile.

2) Click POS.

3) Click the Search icon.

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

 

 

Administration

 

 

1) Login to the Administration side of Agile.

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

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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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