Find Customers

How to Search for a Customer

As a best practice, Cornerstone recommends using the Customers Icon > Customer Tabs to find customers.

1. Click the Customers Icon.

2. Select the Customer Tabs.

3. You can now search by a wide variety of fields, including:

   • Name

   • Address

   • Central Station ID

   • Previous Account Number

   • Check #

   • Invoice #

   • Wildcard search ...and many more.

How to Add or Reorder Columns on Your Customer Screen

You can customize which columns are visible and in what order they appear.

1. Right-click the column headers (e.g., "Name," "Address").

2. From the pop-up menu, click Columns.

3. A new window will open. Select the box for any columns you'd like to appear.

4. Use the arrow buttons to move the columns up or down to set your preferred display order.

5. Click OK to save your changes.