Difference between revisions of "Account Management/Customer Screen/Quick Search"
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;Account name or Account id | ;Account name or Account id | ||
| − | Enter an account name or account ID, then choose '''Customer List''' from the options and press '''Search'''. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the customer screen for the matching account. | + | Enter an account name or account ID, then choose '''Customer List''' from the options and press '''Search'''. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the [[Account Management/Customer Screen|customer screen]] for the matching account. |
;Invoice id | ;Invoice id | ||
| − | Enter an invoice id, then choose '''Invoice List''' from the options and press '''Search'''. Matching invoices will be displayed in | + | Enter an invoice id, then choose '''Invoice List''' from the options and press '''Search'''. Matching invoices will be displayed in a invoice list. |
;Upload reference | ;Upload reference | ||
| − | Enter an upload reference for a matching account, then choose '''Upload Reference''' from the options and press '''Search'''. Matching accounts will be returned in a list. The | + | Enter an upload reference for a matching account, then choose '''Upload Reference''' from the options and press '''Search'''. Matching accounts will be returned in a list. The ''Upload Reference'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab. |
;Service identifier | ;Service identifier | ||
| − | Enter a service identifier for a service subscription, then choose '''Service identifier from the options and press '''Search'''. If the search | + | Enter a service identifier for a service subscription, then choose '''Service identifier''' from the options and press '''Search'''. If the search finds a match, the user will be taken to the [[Account Management/Customer Screen/Service Subscriptions|service subscription]] of the account. |
| − | |||
;BPAY ref number | ;BPAY ref number | ||
| − | Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The BPAY reference number | + | Enter a BPAY reference number for a customer, then choose '''BPAY ref number''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''BPAY reference number'' ia located on the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Methods > BPAY Details''']] tab. |
;Export reference | ;Export reference | ||
| − | Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The | + | Enter an export reference number for a customer, then choose '''Export reference''' from the options and press '''Search'''. If the search is successful the matching account will be returned in a list. The ''Export reference'' field is located on the [[Account Management/Customer Screen/Details|'''Customer > Details''']] tab. |
= See Also = | = See Also = | ||
* [[Account_Management/Customer_Screen|The Customer Screens]] | * [[Account_Management/Customer_Screen|The Customer Screens]] | ||
Revision as of 12:48, 1 July 2016
Overview
The quick search is located within the top banner of Cumulus. Users can search by:
- Account name or Account id
Enter an account name or account ID, then choose Customer List from the options and press Search. Partial names can also be searched on. If more than one record matches the search criteria, the matching records will be displayed in the customer list for the user to choose from. If a single match is returned, the user will be taken straight to the customer screen for the matching account.
- Invoice id
Enter an invoice id, then choose Invoice List from the options and press Search. Matching invoices will be displayed in a invoice list.
- Upload reference
Enter an upload reference for a matching account, then choose Upload Reference from the options and press Search. Matching accounts will be returned in a list. The Upload Reference field is located on the Customer > Details tab.
- Service identifier
Enter a service identifier for a service subscription, then choose Service identifier from the options and press Search. If the search finds a match, the user will be taken to the service subscription of the account.
- BPAY ref number
Enter a BPAY reference number for a customer, then choose BPAY ref number from the options and press Search. If the search is successful the matching account will be returned in a list. The BPAY reference number ia located on the Customer > Payment Methods > BPAY Details tab.
- Export reference
Enter an export reference number for a customer, then choose Export reference from the options and press Search. If the search is successful the matching account will be returned in a list. The Export reference field is located on the Customer > Details tab.
