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.
TIP: If your organization uses the Opportunities Interface, you can also search for Customer Records from the People Dashboard. Searching for Customers works the same as that in the Sales Interface.
Where to find Customers in the Sales Interface
Navigate to the Sales Interface then click the Customers tab:
You’ll see the following Customer Search screen:
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:
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 also use the symbols in the table below to perform a search:
| Symbol | Description | Example |
| % | Matches zero or more characters | Pe% will find all Customers whose last name begins with "Pe". |
| _ (underscore) | Matches a single character | P_t will find all Customers whose last name begins with P_t where _ can be any letter of the alphabet. For example, Peterson, Potter, Putalavage. |
| [] | Matches any single character within the brackets | P[eo]t will find all Customers whose last name begins with Pet, Pot but not Pat or Pit. |
| ^ | Matches any character not in the brackets | P[^eo]t will find all Customers whose surname doesn't contain a letter in brackets, For example, Pat, Pit or Put. |
| - (hypen) | Matches a range of characters | P[a-e]t will find any Customers whose surname contains the letters a, to e, between P and t. For example, Patch, Petre. |
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:
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:
If no Customer Records are returned, tick View inactive and try searching again:
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:
The Customer Search window will expand and you’ll see additional fields:
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:
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:
If no Customer Records are returned, tick View inactive and try searching again:
How to search for a joint Customer Record
There may be occasions where Customers share a single Customer Record, for example, a married couple. You can search for a joint Customer Record, for example:
- First Names: Prabal & Mandip
- Last Name: Sukhram
Searching for Sukhram, Prabal or Sukhram, Mandip would not return any results.
Instead, enter the Last Name, followed by ,% and the First Name of either individual. For example, Sukhram,%Prabal or Sukhram,%Mandip.
If after using any of the methods in this article, 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.