Searching customer records for a telephone number, address or even an invoice containing a specific dollar amount can waste valuable time. Wouldn’t it be nice if there was a faster, easier way to locate that information based on only a bit of data?
There is. EZ-Finder is a handy CertiflexDimension feature that will search for and identify a customer – even if the related information you have is only part of a number or character string. For example, if you have a partial phone number, click the EZ-Finder icon on the ‘Review Customers’ screen, key in the number string you have and click > Find It.
EZ-Finder will quickly scan your entire customer list and display all possible matches. You don’t even have to know whether the partial number is a business telephone, fax or cell phone number. EZ-Finder will tell you.
This timesaving search tool is now available exclusively for Accounts Receivable in CertiflexDimension 9.0. If your software does not include EZ-Finder, contact 1-800-237-8435 to add it today!