Searching for Customers

The customer search is available via the customer list view.

Simple Customer Search

The Simple Search mask allows you to search for a customer by its name or ID. To use the Simple Search mask:

Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
Specify the customer name or ID to be retrieved.
Click Find.
The results are displayed in the list view.

Tip:

The Simple Search mask is displayed by default. If you previously used the Advanced Search mask, click Switch to Simple Search.

Using the advanced search, you can increase the accuracy of your searches by specifying the exact search criteria. To use the Advanced Search mask:

Select the channel from the context selection box, then select Customers | Customers.
This displays all customers and users in a single list view.
Click Switch to Advanced Search.
Specify your search criteria in the corresponding fields.
The following criteria are available:
- Customer ID
- Company Name
- Customer Type
- User ID
- Login
- User Name
- Creation Date
- Activation Status
- Approval Status
Click Find.
The results are displayed in the list view.