Search customers and accounts

1. Click Customers in the top menu. 

The first page you see in the Customers Area is the search page. 

2. Fill out the search fields, one or several, with Customer number, First name, Last name, and Email. 

It is also possible to leave the search fields empty, to do a "Show all" search. 

3. Add search conditions from the drop-down menu. This can also be done after the search is completed, to narrow down your results. 

4. Click Search.

5. View displayed results and use Filter to refine your search further. 

6. Select which columns you would like to view for your search result under Columns in the top-right corner. 

On the search result page you can also select the following options:

• If you want to add a new customer or user, select +New.
• If you want to edit a person, select a row with a double-click or mark it and use the Edit button.
• If you want to remove of person, mark the row and use the Delete button.