Customer Query

You can get to the Customer Query screen through the main menu in TMS.  The Customer Query screen allows you to enter multiple criteria and perform a search or query returning a list of records if more than one record is found.

1. From the Modules menu, select Contracts > Customers > Customer Query.
2. Enter your search criteria.  For example, from the Account list, click 0100 Anesthesiology.  You can put criteria in as many fields as you need (Account, Status, Requester).

3. Click Execute.

4. Your query returns all of the records that match your search criteria.

You can use Advanced Queries to enter values for items available in a drop-down list box, numerical range (a meter reading for an asset), text field (the last name of an employee), and date range. You can qualify your search further by querying on the same field using multiple search criteria.