At the top of every page in Stax Bill, a search allows users to quickly navigate between customers.
The Customer Quick Search top Nav begins searching once 3 or more digits have been entered into the search box.
The search is performed in the following fields:
- Company Name
- First/Last Name
- Stax Bill ID
- Customer ID
- Primary Email Address
The top 5 Search results are displayed in the drop-down below the Customer Quick Search top Navigation, with the search term highlighted in each record. The resulting entries can be clicked on to access the desired customer directly.