Customer Type Ahead

Customer "Type Ahead" makes it quicker to find customers on AGG SMART. You can start typing any part of the customer name or company name and AGG SMART will start to suggest possible matches. The more you type, the more precise the search will get.

If you cannot remember exactly how the customer name was spelled, just start typing and see what is suggested.

• Related Articles

• Search for customer PO number

  You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932

• Search for Customer by PO Number

  You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932

• Filter Job List

  You can use the "Filter" option to filter the job list by a number of criteria. First, select a date range, then select the "Jobs" report (or "Completed" report). Then you can filter the result by adding a search term into the filter box. Examples to ...

• Default Payment Type

  You can now set default payment types per customer by going to Edit Customer, scrolling to the Notes box and entering one of the following: [PAY-CASH] = Default to Cash payment type for new quotes [PAY-CARD] = Default to Card payment type for new ...

• Add A New Quote for A New Customer

  If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...