Accessing a Customer's Account
There are many ways to access a customer's page. Essentially, any time the customer's name is in blue font, you are able to click on the name and reach the customer's page. However, there are two basic ways we recommend searching for a customer.
1. Search Bar: Search by customer first or last name or unit number. Click on the name in the dropdown and go directly to the customer's page.
2. The customers are listed under the Customer dropdown > All Customers.
There is a search bar under the word "customers" over to the left. You can type in the customers' name or unit number and hit the "search" button out to the right. You do not need to type in the full customer name to do a search. Once you find the customer, click on the customer's name to bring up that customer's account.