How to specify a customer in an opportunity
In bpm'online you can manage opportunities, orders and invoices either by accounts or contacts.
To specify the customer account or contact, use the [Customer] field in the corresponding profile on the opportunity page. You can select the customer on the opportunity page from the drop-down list or lookup.
How to select a customer from a drop-down list
Use the drop-down list to quickly search for a customer. This is useful if you remember the exact name of the company or contact.
1.Open the drop-down list from the [Customer] field using one of the following options:
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Place the cursor in the lookup field and press the [Down] key.
An alphabetical list of all contacts and accounts will be displayed (Fig. 1).
Fig. 1 A drop-down list for the [Customer] field
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Start typing the needed name in the [Customer] field. Enter a few characters to search by in the [Customer] field (Fig. 2).
Fig. 2 The [Customer] field with an applied filter
2.Select the contact or account from the list.
Now, the [Customer] field is filled in with the specified value.
Note
You can modify the number of symbols when you apply the filter. Also, you can select the filtering method: “starts with” or “contains”. Use the [Minimal number of symbols for list filtering] and [Comparing type for line columns] system settings to modify these values.
How to select a customer using the lookup window
You can also use a lookup window to search for a customer by details other than their name. This is useful, for example, if you only have customer’s email addresses. You can use search function, set up columns and sort records.
1.Open the lookup window (Fig. 3) by clicking the 
button in the [Customer] field.
Note
You can specify several characters in the [Customer] field and press the [Enter] button. In this case, a lookup window will open containing the filtered values.
Fig. 3 Selecting the [Customer] field from the lookup window
2.Click the needed tab.
3.Select the customer by double clicking the corresponding record.
As a result, the [Customer] field will be filled in with the selected account or contact.
See also
