Searching for a Customer Contact in Service Alert
To search for a customer contact, complete these steps:
1. Add an account or search for an account.
2. Click the Search button. The Search Customer Contacts dialog box opens.
3. Select a search criterion on the Search Parameter drop‑down list.
4. Enter text into the Search Text field according to the search criterion selected in the previous step.
5. Click the Search button to perform a search for customer contacts within Service Alert. The search result table populates with a set of customer data.
6. Select a customer contact by clicking on a row in the table.
7. Click Add to associate the customer contact with the critical customer currently displayed on the Utility Customer pane, or Cancel to avoid adding a contact.