You can search for and display any customer in the database by using the Find Customers page. To open the Find Customers page, click on the Find Customers link in the upper-right corner of the Customers page.

Contents

• Page Elements
• Searching for Customers
• Clearing Search Conditions
• Saving Searches for Reuse
• Opening a Saved Search
• Deleting a Saved Search
• Resaving a Saved Search with a New Name
• Saving Changes to a Previously Saved Search
• Sorting Search Results
• Viewing the Original Search Conditions (and Changing Them)
• Exporting Search Results

Additional information on searching is available in Searching for Information.

Page Elements

Searching for Customers

1. On the Customers page, click the Find Customers link in the upper-right corner of the page. 

2. The Find Customers page will open, allowing you to define the search criteria you want to use to search for customers. Search by either keyword, customer name, or customer code. Click Search to bring up search results.

Clearing Search Conditions

1. After you perform a search on the Find Customers page, a list of results will be displayed.

2. Click Clear on this page. Any information in the search condition fields will be cleared.

Saving Searches for Reuse

1. Open the Find Customers page and define your search.

2. Click on the Save As link to open the Save As window.

3. In the Save As window, type a name for the search in the Name field.

4. Click OK. The Save As window will close and the search will be saved to the database for future use.

Note: Saved searches are available only for the user that creates them. You cannot make saved searches available for other users.

Opening a Saved Search

1. Open the Find Customers page if it is not already open.
2. Click Open under the page header. A drop-down list of previously saved searches will appear.

3. Select a saved search (also called a find) from the list. The saved search will open, displaying the search details on the Find Customers page.

Note: in this case, the Keyword field is filled with a asterisk. This searches for all the available customers.

4. Click Search to conduct the search.

Deleting a Saved Search

1. Open the saved search that you want to delete.

2. Click Delete. A confirmation dialog will appear.

3. Click OK. The saved search will be deleted from the database and will no longer be available for use.

Resaving a Saved Search with a New Name

At times, you may want to save an existing search with a new name. This is often done when you want to use one search as the basis for another.

1. Open a saved search.

Optional: Make any changes to the search configuration or rules you require before you save.

2. Click Save As under the page header. A Save As window will appear.

3. In the new window, type a name for the search in the Name field.

4. Click OK. The Save As window will close and the search will be saved to the database for future use.

Saving Changes to a Previously Saved Search

If you make changes to a previously saved search, you can save those changes by following these steps.

1. Open a saved search by clicking open and selecting one of the saved search (also called finds) in the drop-down menu.

2. Make any changes necessary to the search logic.

See Using Standard Searches for more information on defining search logic.

3. Click Save under the page header. The search will be saved to the database and will be available for future use.

Sorting Search Results

Click a column header in the Search Results page to sort the results by the corresponding column. An Ascending icon ( ) will appear next to the column, indicating that the column is being used to sort the results in ascending order.

• Repeatedly clicking the same column header will toggle between sorting the results in ascending and descending order by the field values displayed in the column. Ascending ( ) or Descending ( ) icons will be displayed next to the column header to indicate sort order.

• Clicking a column header until the Ascending ( ) and Descending ( ) icons disappear will return the results to the original sort order.

Viewing the Original Search Conditions (and Changing Them)

1. Click Change Condition.

2. The original conditions used to conduct the search will be displayed in the Customer Find page.

Exporting Search Results

1. Click the Export Data link in the header of the Search Results page. The Export Data Options window will open in the current page.

2. In the new window, you can either select to save the data as a CSV file or a custom format. If you select custom format, a menu will appear. In this menu you will need to specify the column and row delimiters for the exported data.

To learn more about delimiters, read Delimiter-separate values

3. Click OK when done setting the data export options. The Export Data Options window will close, and the exported data file will attempt to open using the conventions of your browser and operating system combination.

Note: The default file name for export data is "export.txt".