Walkthrough

Join us in a detailed walkthrough and demonstration of the customerCustomer A user of a program front-end portal generally receiving a benefit or service. maintenance lookup screen. The features and concepts covered:

Navigating to the Customer Maintenance Lookup Screen
Partial Search
Exact Search

Contents

1 Walkthrough
2 How to get to this screen
- 2.1 From Home
3 Partial Search
- 3.1 When to use Partial Search
- 3.2 Partial Search Fields
4 Exact Search
- 4.1 When to use Exact Search
- 4.2 Exact Search Fields
5 Search Tips
6 Select a Customer

How to get to this screen

From Home

While screens may be accessible from many points in the back office system, one way to get to the Customer Master Maintenance screen is as follows:

Login to the Home Page

On the left navigation, locate and click on Customers

You will find Customer Accounts as a sub-navigation item under Customers, click on this.

Partial Search

The Customer Lookup Page provides users the ability to access and view customer accounts based on specific parameters.

When to use Partial Search

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Partial Search Fields

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Exact Search

When to use Exact Search

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Exact Search Fields

[something goes here]

Search Tips

[something goes here]

Select a Customer

[something goes here]