Customer Master Group Setup - Advanced Search field descriptions

The fields are listed in alphabetical order within each section. By default, all fields are displayed but you can use the Criteria field to hide the fields that you do not use.

General

Keyword

Specify keywords associated with the Group.

Include Inactive

Select this option to include inactive records in the search results.

Lookup Name

Specify the lookup name associated with the Group.

Name

Specify the name of the Group.

Record Limit

Use this field to limit the number of records returned.

General

City

Specify the city in which the Group resides.

Phone

Specify phone number of the Group record.

State

Specify the state in which the Group is located.

Zip

Specify the zip code for the Group. The postal code can accommodate ten-digit numbers. You can cross-reference the postal code to the tax table defined in SA Tax Table Setup. The SA Tax Table Setup is designed to reduce the number of keystrokes required when you are setting up new customer records. As you type the postal code here, it is automatically cross-referenced to SA Tax Table Setup. If a record exists for that postal code, the taxing state and locality information are added to the new Group record.