From the Application menu select Customer Management > Customer Search.
Enter the appropriate search criteria and click Search. The results are displayed.
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Search Criteria
You can search via the following criteria:
service number | The service number is a unique number associated with an account. |
account number | The Account Number is a unique number auto-generated by the system and assigned to a customer when entered into the system. |
customer name | The Customer Name is the name of the person or business on the account. |
billing contact name | The Billing Contact Name is the name of the individual to contact regarding billing-related questions or concerns. |
social security number | The Social Security Number entered, or displayed, is the social security number of the individual responsible for the account(s).
|
drivers license (last 4) | The Drivers License entered, or displayed, is the license number of the individual responsible for the account(s). |
drivers license state | The state the Drivers License was obtained of the individual responsible for the account(s). |
See also:
Working with an Existing Customers
Performing a Quick Sale