Finding a customer

Applies to roles:

System Administrator Customer Service Sales Agent Finance

Select 'Customers' from the main menu
Select 'Customer search':

Enter the customer's details - you can choose to search using one or more fields. Select 'Show Advanced search' to display the advanced search options.
Press 'Enter' or select 'Search customers'
If an exact match is found, the customer account will be displayed. If more than one account is found, each matching result will be displayed.

Using advanced search

Advanced search is used to locate customers using a specific set of search criteria. Select 'Show advanced search' to reveal the search options.

No search results

This is because a customer account does not match your search criteria. Check your search and try again or simplify the number of search options used.