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I Need To Find A Customer

Search and view main accounts and child accounts (if applicable) under the Customers tab.

  • Click on the Customers tab.
  • To search for a customer or group of customers, select Name, Parent Name, or Customer Number under the “Search by” dropdown.
  • Enter search criteria in the “Search” pane, and click Search.
    • Note: Please make sure your search criteria are spelled correctly. Your results may not return if there are misspellings.
  • Click on the applicable result to display customer profile details.
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