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; Account ID, Utility Account Number, Zipcode, Contact Name, Contact Number, or Location Name.
4. To refine a large number of results, you can filter by further parameters including: Customer Type, LOA status, Team and User.
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