Searching for a specific Customer in CoreBridge allows you to quickly access their account details, order history, and contact information. This article explains how to use the search tools to find a Customer efficiently.

Navigate to Sales Module / Customers / Search.

You can search for a Customer using various filters by entering or selecting information from the available fields.

A. Company name: The Company name on record. 

B. Contact First Name: Any contact assigned to a Customer.

C. Contact's Last Name: Any contact assigned to a Customer.
Note: You can search for a Customer by any contact's name but only the primary contact will display below.  To see other contacts for a Customer, navigate to the contacts.

D. Phone Number: The Company Phone Number.

Note: The Customer search cannot be filtered by a contact's phone number. 

E. Email Address:  A contact's email address. 

F. Salesperson: The assigned Salesperson for the Customer.

G. Sales Location: Filter by the location in CoreBridge, if you have a multi location system.

H. Status: Filter by prospect, lead, or client.

I. Master Account: The Customers assigned Master Account.

J. Click Include Inactive to include inactive Customers in your search.

K. Click Search to find a Customer. If you click here without using any filters, the system will retrieve all your Customers.

Click on the Customer's name to open the Customer information and settings.