View Test Case

TC-07201 : Search for a Customer

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Process Area : Store Ops

Steps To Execute

Log in as: Kimray - Field Service Technician
Kimray - Customer Support Specialist
Kimray - Customer Support Specialist - Intl
Kimray - Marketing
Kimray - Product & Customer Support Manager
Kimray - Product & Customer Support Tech
Kimray - Product Manager
Kimray - Repair Tech
Kimray - Sales & Services Manager
Kimray - Service Supervisor
Kimray - Store Sales
Kimray - Store Warehouse Specialist

1) Customers>Relationships>Customers
2) A List of Customers Loads
3) Use the gray headers to sort the list of Customers to find the one you are looking for
OR
1) Search Customer Name, Phone Number, or Email in the global search at the top of the page
2) Click the correct name from the drop down list under Global Search

Expected Results

Successfully locate a customer record