Customer Search/Find Customer

The Customer Search page, displayed after clicking a Find Customer or Find Owner link, allows you to select a specific customer to include in a query.

Note: You do not need to consider character case in your search query.

1. Select Customer Name, Account Number, or Customer UID from the drop-down menu.
2. Enter full or partial data for the customer you want to find in the search entry field.

   For example, if the customer name you are searching for is “Weber Market”, entering “Weber” or “e” will find this customer, and any other customer with a name containing those characters as well. The more characters you enter, the fewer search results you will see.

3. Click the Search button.

   Note: You can also click the Show All button to see all customers. If there are too many results, enter partial data to limit the next search, then click the Search button.

   The List of Customers table displays the results of your search.

4. Click the View () icon for the customer you want to include in the query.