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All Customers Tab Overview

To find a customer, log in to your software and click on the "Customers" tab. 

Once you click on the customer tab you have the option to search for a customer. There is a search bar under the word "Customers" over to the left. You can type in the customers' name or unit number here and hit the "search" button out to the right. You do not need to type in the full customer name to do a search. 

You can also filter by different types of data attached to the customer or by the type of customer with the dropdown options. Feel free to explore these options. Once you find the customer, click on the customer's name to bring up that customer's account.

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