How to search for a customer account
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Brackwell Freight Ltd: documents · How to search for a customer account
Dean Hargreaves unable to locate account search function. Support explained search on Accounts page with name, postcode, region and status filtering.
What happened
What this says
Current to 10 Oct 26Dean Hargreaves unable to locate account search function. Support explained search on Accounts page with name, postcode, region and status filtering.
Problem: Dean Hargreaves could not find the search function when looking for specific customer accounts and could not navigate the account view as expected.
Handling: Bethan Lister directed him to the Accounts page search box, entering customer name or postcode to filter results in real-time. Optional dropdown filters by region or contract status for further narrowing. User confirmed it worked once he located the dropdown filter. First response was 42 minutes; resolved 23 Jul 2024.
Details
Updated 9 Oct 26Trail
created · Dean Hargreaves 22 Jul 2024 13:47Hi, can someone have a look – I'm trying to find a customer account but I can't work out how to search for it. I've clicked around the account view but it's gone a bit odd. Is there a search function I'm missing? Cheers, Dean- public_reply · Bethan Lister 22 Jul 2024 14:29Hi Dean, Just so I've got this right – you're looking for a specific customer account but the search isn't where you'd expect it. Here's the quickest way: go to the Accounts page and click the search box at the top. Type the customer name or postcode and it'll filter the results as you type. If you need to narrow it further, there's also a dropdown next to the search box where you can filter by region or contract status. Can you try that and let me know what you see? Thanks, Bethan
- public_reply · Dean Hargreaves 23 Jul 2024 14:56Got it now – wasn't using that dropdown before. Works fine, cheers mate!
- status_change · 27 Jul 2024 23:59