Search A Phone Number

Search A Phone Number

From the Customer List>Click Searches Icon>Click Phone>Enter full number, including area code, in the 'Customer Telephone Number' field>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to contact their bank to run a trace.

    • Related Articles

    • Search by Invoice Number

      From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.

    • Bill to Address Search

      Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked

    • Put a PO Number on Service Ticket

      From customer account>Click Appt/Svc History Tab>Select Ticket>Under 'Schedule' Tab Customer PO>Enter PO# Here

    • Find Customers

      As a practice, Cornerstone recommends using the Customers Icon> Customer Tabs to search for customers. You can search by name, address, central station ID, previous account number, with a wildcard search, check#, invoice# and many more options. Note: ...

    • Post Payments On Related Accounts

      Click on Payments Icon>Click Post Payments>Enter account number or click the magnifying glass to search>Click OK>Check the boxes for invoices to post>Click "Apply Payment to Tagged Invoices">System will autofill amount field with sum of all invoices ...