How to search through and find a specific Customer?
Table of contents
To find a specific customer, also known to the system as a "user", or to sort out a specific group of users, the Advanced search filter of the Customers section in the Management Panel has to be used. It provides various options to search through users in detail.
- Log in to the Billia Management Panel.
- Click on Customers.
Click on the Search icon on the top right corner.
The Advanced search filter options include the following aspects:
|User ID||- Every user has a unique User ID. Type it in to bring forward the specific user.|
|Username||- Type in a specific user's username.|
|- Bring forward the user by typing its email address.|
|Product name||- Type in a product name to bring out users owning it.|
|Phone||- Type in a user's phone number to bring it forward.|
|Company||- Type in a user's company name to bring it forward.|
|Document||- Type in a user's document ID to bring it forward.|
|Product Options||- Type in a Product Option for the system to display all users having it in their products.|
Check the button for "Exact match" to make sure that the system search engine will return information 100% matching the search factors. To remove all entered search factors, click on "Clear Search".