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Searching for a Customer

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Searching for a Customer

 

You can search using any field in the customer database by entering the characters you are searching for in the appropriate fields then clicking on Search icon or hitting Enter on your keyboard.  This search will try and find these pieces of information in the fields you have entered information for but it doesn’t matter what field you enter the data into.  For example you could enter ‘Administration’ in to the Email Address field and the search will still be carried out. 

 

You may launch the search popup window by clicking on the  button in the Customer Console screen.

 

Any information can be entered into the search criteria field, or it may be multiple pieces of information that you know about the contact separated by spaces.  When the <SEARCH> button is selected, the entire customer database is searched for these pieces of information in any fields in the database and if a customer record contains both of these pieces of information the record(s) will be returned for you to select the applicable customer. Please note that the search only looks for word matches that start with the data entered.  For example entering ‘Ops ame will not result in the record being returned as per the following example as there is no match in the database for any customer record(s) where any word(s) start with tration or somewhere.  You do not need to type the entire word, for example ‘admin Blog would return the customer record in following screen shot. 

 

 

 

Clicking on the <CLOSE button on the Customer Console screen will close the search window.  To change the search criteria highlight all of the text as contained in red box above and type in new search detail.

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Last modified
13:53, 14 Sep 2014

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