Customer Search

The Customer Search page allows you to search for an existing customer or create a new customer.

To search for a customer:

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

1. Select a search category from the drop-down menu.

   You can search using Account Number, Customer Name, or Customer UID.

2. In the empty data box, enter full or partial data for the customer you want to find.

   Tip: You can also leave the data box empty and click the Show All button. The Search returns all matching items if they do not exceed the programmed maximum number. If the search results exceed the maximum number, enter partial data then click the Search button to return a smaller number of results.

3. Click the Search button.

   The results table displays customer names matching the search criteria.

4. Once you locate the desired customer:
   • Click the view () or edit () icon in the Tasks column to view or edit the customer data.
   • Click the delete () icon in the Tasks column to delete this customer.

To create a new customer:

Depending on how you accessed this page (and your permissions), you may be able to create a new customer from this page.

To begin the customer creation process, click the Create New Customer button, located below the List of Customers table.