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Search Customers

  1. Navigate to the ‘Search’ dropdown and click on ‘Customers

  2. You can search for Customers based on specific criteria, or you can leave the text boxes blank and click ‘Search Customers’.

    • Leaving the text boxes blank will pull up all Customers in the system and depending on how big the company is, it may take longer than you’d like to see results. Best practice is to at least have something to search for to narrow down your results.

  3. To view your Customer click ‘View’ or the Customer Name.

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