Documentation and Integration Center

Search Customers

To search customers, hover over the Search Customers subtab. This subtab is located on the right side of the secondary tab menu. Enter the customer name and click the Search button. The search reuslts will open into a Search Results subtab:

Within the Search Results subtab, you may click on a customer's name to view that customer, or click on the Edit or Delete icons to edit or remove the customer, as described in the previous section.