Navigation:  How to ... > Search for Customers and Their Accounts

You can easily find customers and all the accounts linked to them. The system defaults to search by name, but you can easily change the Search field to search by account, bank card, customer number, UCC number, etc. Below the Search field is a drop-down list you can use to select different entities to search by.

 

1.Open the CIS > Customer Search or Entity Maintenance screen.

2.Type the customer's last name in the Search field.

If you press <Enter> on your keyboard, you will likely be able to find the customer's information you want. To narrow the search further, enter a space and the first letter of the first name.

3.Once you find the customer you're looking for, click on the customer's name, and the accounts, boxes, plans, and so on tied to that name will display in the bottom half of the screen. When you double-click on account information, the screen tied to that account will display. For more information about which screen is tied to the account when you double-click on it, see Set Up Speed Keys.  

 

For more information on performing searches, see the Customer Search Screen topic.

 

Tips for Searches

 

•If you are unsure of the spelling of a name, type the first few letters of the last name in the Name field.  For example, if you know your customer’s last name is San-something, type San, then click <Submit>.

•If a name search retrieves too much information, consider the following: Names will display on the Search Results screen, where you can find the name you are looking for and click on it to view that account owner's information in the bottom half of the screen (see the following example). To limit the name search further, type the last name, a space, and the first and middle initials in the Name field. For example, to look up John David Smith, type “Smith JD.”

•The asterisk (*) is a wild card search that works on location, mailing labels, names, stock certificates, and UCC entities. It searches the entire database and can take a few minutes. A warning message may be shown asking you if you want to continue with your search. If you do, click <Yes>. All entities except locations and mailing labels search only based on the beginning of the data. You can search locations for data in the first or second address line, and you can search for any data on a mailing label.