Searching for a Customer

Procedure

To search for a customer:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Relationship Manager Workbench.
    The Relationship Manager Workbench screen appears.
  3. Enter the search criteria in the Customer Hierarchy zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  4. Click Search.
    A list of customers that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Relationship Manager Workbench screen Relationship Manager Workbench
Customer Hierarchy zone Customer Hierarchy