How to Search for a Customer

How to Search for a Customer

If you wish to find a customer order, it's easiest to search the Customer Name or CustomerID on the Orders and Licenses Grid. Learn more about Searching for Orders and Licenses here.

If you wish to search for a customer in order to view or edit details, use the following: 
  1. Click on Customers (main menu on the left) to enter the Customer Grid. 
    1. The Customers Grid has an Advanced Search feature that allows the use of several filters. 
    2. These various filter options can be revealed by clicking inside the grid Search box. Click on any filter to select it. The system is also designed to automatically identify certain types of data when you paste them into the search box which helps to save time. 
    3. Each Customer has a detailed Edit view available. Click on Edit Customer (button on the right) the Edit Customer view. Note: Your PartnerZone user account will require the Create/Edit Customers permission. 
  2. Search by Customer Name
    1. Enter a Customer Name into the Search box. The system will automatically suggest Name as a filter. Press enter to confirm and initiate the search. 
  3. Search by Customer ID
    1. Enter a Customer ID into the Search box. The system will automatically suggest Customer ID as a filter. Press enter to confirm and initiate the search. 

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