Introduction

Use Search

• Use the search bar on top, type in the customer's ID, name, email, or phone number and press ENTER.

• If the name matches one customer it will be selected

• If there are multiple users with what you typed, then pop-up will show all matching customer profiles

• From the matched profile select the customer’s record.

Use Customers List

• Click Customers under Maintenance on the left menu

• Use Filter / Sort on any column or search to find the customer

• Select the customer by clicking the customer ID link