Find customers and contracts
Open Sales Manager and use All Customers to browse customer records and their contracts.
Sort, search and change the record layout
- Open Sales Manager for customer records, or open one customer for its contract records.
- Select Sort and choose Name A–Z, Name Z–A, Created newest first or Created oldest first.
- On a wide screen, select the list/grid control to change the layout. Narrow screens use the available compact layout.
- Enter a term in Search. Clear the text to restore all matches.
- In Sales Manager, select HC Attention again to turn it off when you need the unrestricted matching list.
Search and HC Attention work together. Disabling only one can still leave a restricted list.
For example, search North Yard to find that site's contracts, or use its PO number when the caller cannot remember the name.
Use HC Attention alongside search to narrow the displayed contracts. Attention is based on upcoming booked resource days. A sent Hire Contract document and scheduler HC labels are separate records: review the labels when a warning remains.
If a record is absent, clear search and attention filters, then check the archived view. Search before adding a customer to avoid duplicates.
FAQ
How do I sort customers or switch between list and grid?
Use Sort, the available list/grid control and Search. Search and HC Attention combine, so clear both when looking for an unrestricted list. See sort, search and change the record layout for the steps.