How to Search for a Customer

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Use the Customer Search page to find a customer.

Optionally, you can add a customer.

To search for a customer

On the Rules Mgmt menu, click Customer Management.
On the Customer Search page, complete the fields.

Note: If you want to search for all records, leave the Search Filters fields blank.
Click Search.

If one match is found, it is displayed instead of the results table.

If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.