You can search for a customer record
to view customer's
details and manage the customer information such as notes, alerts,
orders, returns, and so on.
-
Log on to Application Server. The Home page
opens.
- Search
for a customer by performing one of the following
steps:
- In the Customer panel,
select or enter
the appropriate details, and click Find Customer.
For example, to search for a business customer, select Business.
- Under Related Tasks, click Customer Search.
The Customer Search screen opens. Enter the
appropriate details and click Search.
If
the search results in a single customer record, the Customer
Details screen opens. If the search results in
multiple customer records, the list of customer records that match
the search criteria is displayed. Select the customer record that
you want to view.
