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3. Locate Certificate by Customer Name or Phone Number

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To search for the certificate by customer name or phone number, leave the certificate number blank and press <Enter>. The following screen will appear:

 

 

          LAST NAME:                     

 

            PHONE #:    -    

 

 

 

Type the name or phone number and press <Enter> to begin the search for the certificate record.

 

You cannot search for an existing certificate by entering a comma and the first name after the last. The option of entering the command and the first name is available when you are searching for a customer when you are typing in a new certificate.

 

The system will find the last certificate for the customer entered. The following screen will appear:

 

 

╔══════════════════════════════════════════════════════════════════════════════╗

║MORE ↑, press <┘                       Issued         Amount  Status          ║

║140       __________, ___              12/31/09    ______.__  Used: 12/31/09  ║

║141       ________, _____              12/31/09    ______.__  Used: 12/31/09  ║

║142       __________, ___              12/31/09    ______.__  Used: 12/31/09  ║

║143       ________, _____              12/31/09    ______.__  Not Used        ║

║144       __________, ___              12/31/09    ______.__  Not Used        ║

║145       ________, _____              12/31/09    ______.__  Not Used        ║

║146       __________, ___              12/31/09    ______.__  Not Used        ║

║147       ________, _____              12/31/09    ______.__  Used: 12/31/09  ║

║MORE ↓, press <┘ (<Enter>)                                                    ║

╚══════════════════════════════════════════════════════════════════════════════╝

 

 

 

The most recent certificate for the customer name you type in will appear. This is useful because most often, the certificate you want to see is the most recent one for that customer. However, you can pick any certificate you want.

 

┌──────────────────────────────────────────────────────────────────────────────┐

│ Certificate #:114                                                            │

│ NAME: Jackson, Joseph                                                        │

│ DATE: 12/31/09                                                               │

│ GIFT CERTIFICATE TO SISTER-IN-LAW                                            │

└──────────────────────────────────────────────────────────────────────────────┘

Is this the correct Certificate #:? Previous Yes Next Edit customer Label

 

 

 

If the correct certificate is displayed, press <Y> to move on, and skip to step 4.

 

If the displayed certificate is not correct, press <N> to see the next certificate, or press <P> to see the previous one. When the correct certificate appears, press <Y> and skip to step 4.

 

If you search through all the matching certificates without finding the correct one, a message will appear:

 

 

NO MORE WITH THAT NAME WERE FOUND: Press Any Key

 

 

Press a key to re-type the certificate number or customer information, and repeat this step.