Searching for Customers in Manage

Overview

This article describes the process to follow to search for a customer's information in Symphony Manage.

Resolution

1. Log in to Symphony Manage.
2. Click the Menu icon (top left corner) to display the tabs, and navigate to Customer Service > Customers.
3. In the search bar, enter the criteria for the search, as shown in the example below.
   
   

The below table contains two columns: Searchable Information and How to Search. The first describes the customer's information you can search in Symphony Manage, while the latter provides the searching criteria to be used, alongside with examples to guide you. 

Searchable Information	How to Search
Customer's Name	displayName: “john doe”
Customer's Email	email: [e-mail]
Account/Company	company: “target”
Retail vs. Wholesale	buyerType: “wholesale”
Purchasing Channel	name: “wholesale vip”
Customer #	id: 1234567
Phone	phone: “555-555-5555”
Customer City	city: “san francisco”
Customer State	state: “ca”
Customer Zip Code	zip: “94105”
Customer Country	country: “united states”
Number of Purchases	numPurchases: 2
Lifetime Value	totalOrdersValueInCents: 10000
Max Credit Limit	maximumCreditLine: 1000000
Wholesale Terms	dayTerm: 60