Quick Search Customers

If you have the customer number, you can access and update the customer's details. Customer numbers are unique, regardless of segment.

The Segment menu in the upper-right corner lists all available segments. On the Quick Search page, the menu stays disabled and displays All.

After you run Quick Search, the field value updates in two ways:

• If Quick Search returns two or more results: The menu stays disabled and shows All until you select a record to edit.

• If Quick Search returns one result: The Segment menu updates to the segment from that record and remains disabled while you are on the record’s Update page.

If an administrator added custom fields to forms in Classic TMS, they display in the module when you create or update the record.

1. Go to Customers > Quick Search.

2. In Customer number, enter the customer number you want to view, then press Enter.

   The update page displays.

3. Make changes.

4. Click Update.