Using The Customer Search

Topic:

Using The Customer Search

Learn how to search for existing customers

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Go to the ‘Customers’ tab along the top of the screen. There are a few ways to search for your customer
  2. If you know the customer name you can search for this in full or partially in the ‘Name’ box
  3. You can also use the advanced search box to search by other information associated with the customer such as; meter number, meter serial number, postcode, contact name, contact number, email or customer reference
  4. To narrow down multiple results, you can filter by customer type, LOA status, Customer Agreement status, Team and Account Manager
  5. If the customer you were expecting to find doesn’t return, be sure to check the inactive tab where lost and COT customers who have been made inactive will reside