Searching for Customers

Dave McNamara
Dave McNamara
  • Updated

In this article, we’ll show you how to search for Customers in the Sales Interface. You’ll find information about the different methods you can use to search, as well as links to other resources.

 

Where to find Customers in the Sales Interface

Navigate to the Sales Interface then click the Customers tab:

click_customers.PNG

 

You’ll see the following Customer Search screen:

customer_search_screen - Copy.png

When searching for Customers, you can perform a Basic Search or an Advanced Search.

 

How to perform a Basic Search

Before you perform a search, you should select whether you’re searching for an Individual or Organisation.

Individual is pre-selected by default. If you want to search for an Organisation, select Organisation, alternatively select All to search both Individuals and Organisations:

customer_search_select_organisation.png

To perform a Basic Search, you can use the following criteria:

  • Name: Enter the Customer’s name in the format last name, first name (or initial). You can also do a partial name search by adding a % percentage sign in front of the letters, for example “%peter” will return last names such as “Peter,” “Peters,” or “Peterson.”
  • Customer Id: Enter a full or partial Customer Id - for example I-NP00-4676 or I-NP.
  • Postcode/Zip code/Postal Code: Enter the Postcode/Zip code/Postal Code in full. You can also search using the first part of the Postcode/Zip code/Postal Code.
  • Email: Enter the full email address. You can also search using the first part of the email address - for example nona.phariss or nona.phariss.1480@test.com.

You can use a combination of criteria to narrow down your search results further, for example Customer Name and Postcode.

Once you’ve entered your search criteria, click Search:

CUSTOMER_SEARCH.png

Any matching records will be displayed. Click the Customer Record to access it. You can also add a Customer to the Basket/Cart by clicking the blue Basket button:

select_customer_record_basic_search.png

 

If no Customer Records are returned, tick View inactive and try searching again:

customer_search_screen_view_inactive.png

If no Customer Record is returned, you can create a new one by reading Creating and Managing Customer Records.

 

How to perform an Advanced Search

Before you perform an Advanced Search, select whether you’re searching for an Individual or Organisation.


Individual is pre-selected by default. If you want to search for an Organisation, select Organisation, alternatively select All to search both Individuals and Organisations, then click Advanced search:

customer_search_select_organisation -advanced.png

The Customer Search window will expand and you’ll see additional fields:

advanced_customer_search.png

To perform an Advanced Search, you can use the following criteria:

  • Phone number: Enter the full or partial Phone number.
  • Address: Enter a full or partial address, such as house number and street name.
  • Town/City: Enter a Town or City.
  • Attributes: Enter the name of the Attribute exactly as it appears in your system.
  • Tags: Click Edit Tags. You’ll see a Select Tags screen. Select the Tags you want to use as search criteria.

Once you’ve entered your criteria, click Search:

advanced_search_criteria.png

Any matching records will be displayed. Click the Customer Record to access it. You can also add a Customer to the Basket/Cart by clicking the blue Basket button:

advanced_search_results.png

If no Customer Records are returned, tick View inactive and try searching again:

advanced_search_inactive.png

If no Customer Record is returned, you can create a new one by reading Creating and Managing Customer Records.

You now have the information you need to search for Customer Records. For other helpful resources, visit the Sell Items and Fulfill Orders category section of our Support Centre.