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:
Search option | Definition |
---|---|
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".