How to search for a customer record if you use salutations/spouse’s names, etc.

Are you a symphony or other organization that has Wintix set up so that your customer records include special things like salutations or spouse’s names?

First, you need to have numeric, incrementing accounts turned on. 

  • When looking up a customer, you need to DOUBLE CLICK the name for the customer record to appear.
  • The programming required for the extra customer data to be used in customer records necessitates the double click method vs. single click and search by buttons.

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