Product Documentation

Find customers

Jun 05, 2015
Updated: 2013-05-06
You can find a customer by using one of the following search methods:
  • The Customer Search feature available from the control panel Home page, located under Customer Management.
  • The search features available from the Customers page.

To search for a customer from the control panel Home page

  1. From the Services Manager menu bar, click Home and then expand Customer Management.
  2. Under Customer Search, 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.
  4. In the search results table, click the customer name to select the customer and expand the Customer Functions menu.

To search for a customer from the Customers 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.
  4. In the search results table, click the customer name to select the customer and expand the Customer Functions menu.