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Search for a User |
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To search for an existing customer click on the 'Search' sub menu under the main Users menu. You will then be navigated to a search page as shown in the image below:
![]() User Search Page
To start searching simply enter in the search criteria into the relevant field and click on the
After the search is completed a results grid will display on the page. For example searching for a users with the text 'tms' in the User Name field produces the following results:
![]() User 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 User help page)
If no results are found in the search the following results screen is displayed:
![]() No results found screen
Exporting Results to Excel
You will also see an
![]() File Download Prompt |