Retrieve Customer Details

You can retrieve customer details by either of the following two different ways.

  1. Enter customer number, external id, device number, contact info in the respective fields.

Note: The search fields can be configured in FIELD_CONFIGURATION table.

  1. For this search process, click search lookup against Customer #. It displays Simple Search web page dialog box.

  2. Enter the minimum required details in the searching fields and click the Search button.

  3. Click Search button to retrieve details. The window displays a list of customers under Results grid.

  4. Click customer # link against the customer to view the details in the main window.

Note: The fields in Simple Search window can be configured depending upon the convenience of the user through the Setup screen.