Customer Console > Working with the Customer Console > Customer Console Search Criteria
  
Customer Console Search Criteria
To start a search, choose Main Menu|Customer Console. The system performs the search only on the basis of the open or highlighted tab. Information entered in other tabs is not taken into account. You must enter at least one search criterion to search for records; otherwise, the system returns no records and prompts you to enter criteria.

Customer Console - Search
You can perform a search based on any of the criteria described in the following table.

Search Options in Customer Console
 
Search Criteria
Action
Addresses
Select the appropriate radio button depending on the address type you want to search for—customer, supplier, or end user. Enter criteria in any or all of the listed fields that include number, name, sort name, town/city, county, zip/post code, and freeform query.
Sales Quote
You can search for a customer record by giving sales quote details such as quote value or quote date.
Sales Order
You can search for a customer record by giving sales order details such as order value, order date, purchase order, or quote details.
Invoice
You can search for a customer record by giving invoice details such as invoice value, invoice date, or invoice purchase order details.
Issues
You can search for a customer record by giving issue details such as issue ID, issue serial, item number, end user, or end user name.
Installed Base
You can search for a customer record by giving installed base details such as end user value, end user name, item number, or serial number of the product.
Contract
You can search for a customer record by giving contract value details.
Note: All the above search criteria allow you to run a search based on freeform queries.