The entry point into all customer / customer user functionality will be the customer user search function
The customer user search and the customer user search results form part of a 2-tab panel, with the “filters” tab active when the search parameters are being entered, and the “Customer User Results” tab active when results are displayed.
The Customer User search form is split into two sections:
Customer Information - This is expanded by default.
Users can search using the following filters;
- Customer Name - User can enter all or part of the customer name
- User Type
- All (default value)
- Individuals
- Organisations
- Show Results As;
- Screen Report (default value)
- CSV File - *this is only available if the logged in user has Partial or Full access to Customers
- Address
- Suburb
User Attributes & Status - This section is collapsed by default.
- Signup Type
- Account Status
- Sent a Notification
- Guest Users?
- Mobile Platform
- Recent Activity
- Submitted a Service Request
- DeactivatedDevices?
