Product Documentation

Finding Customers

Jun 05, 2015
You can find a customer by using one of the following search methods:
  • The Customer Search feature available from the services manager Home page, located under the Customer Management dialog.
  • The search features available from the Customers page.

To search for a customer from the Services Manager Home page

  1. Click Home and expand Customer Management.
  2. Select a filter of Name/Billing ID or Domain.
  3. Type a customer or domain name, then click Search.
    Note: You can use the percent (%) character as a leading wildcard to perform partial searches. For example, type %citrix to find all customers with citrix as part of their customer name.

To search for a customer from the Services Manager Customer page

  1. From the Services Manager menu bar, click Customers. The Customers page appears, listing all customers in the current location.
  2. Select a customer from the list or use the following criteria to search for customers:
    • Under Filter Fields, select a search criteria item from the drop-down list and then click the letter with which the criteria item should begin. For example, select Domain and F to find all customers with domain names beginning with F.
    • Under Advanced Search, enter any of the following information:
      • In Full Name, enter the complete customer name.
      • In Code, enter the administrative code that was assigned when the customer was originally created.
      • In Domain, enter the domain name for the customer you want to find.
      • In Service, select a service to find all customers provisioned with that service.
    • Under Additional Options, use any of the following options:
      • In No. of users less than, enter a value to find customers with fewer users than that value.
      • In No. of users greater than, enter a value to find customers with more users than that value.
      • In Location, select a location to find all customers hosted in that location.
  3. Click Search.