How do I search a customer by their email address?

(Last Updated On: October 16, 2015)

While Wintix doesn’t yet have a Search by email address button, you can still find someone by their email address.

  • Click on Mailing list.
  • Click on Customer lookup.
  • Click on Generic search.
  • Click on the field and scroll down until you see Email.
  • Click on the field that has Contains, Equals, and Begins with. Choose the appropriate parameter.
  • Go to the field and type in the email address.
  • You can choose a radio button for Search the active customers table or Search the inactive customers table.
  • Click on the Search button.  If the record displayed is what you want, click on the Use this information button. See screen shot below:   

 

This entry was posted in Desktop Software, Wintix5 and tagged . Bookmark the permalink.

Leave a Reply