Search for a Customer

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To search for an existing customer click on the 'Search' sub menu under the main Customer menu. You will then be navigated to a search page as shown in the image below:

 

Customer Search Page

Customer Search Page

 

To start searching simply enter in the search criteria into the relevant field and click on the SearchBtn button.

 

After the search is completed a results grid will display on the page. For example searching for customers with the text 'tms' in the Customer Name field produces the following results:

 

Customer Search Results

Customer Search Results

 

To select the customer record you are interested in, simply hover over the row you wish to select and click once. This will then navigate you to the customer record in an edit mode (see Amend a Customer help page)

 

If no results are found in the search the following results screen is displayed:

 

No results found screen

No results found screen

 

Exporting Results to Excel

 

You will also see an ExportToExcel button, which when clicked will launch a file download prompt screen where you can choose to either open or save the Excel file produced by clicking the button:

 

File Download Prompt

File Download Prompt