Customer Search
To open the Customer Search screen, tap the Menu 
icon from anywhere within the application and select Customers> Customer Search from the drop down list.
Use the 
to refine your search options.
Customer Search screen
The filter criteria are:
| Field | Description |
|---|---|
| Status | The current status of the customer profile (Active, Inactive or Prospect). |
| Location | The default location assigned to the customer. |
| Search 1 | The first five characters of a customer’s last name or a company’s first name. |
| Search 2 | A secondary search field up to 10 digits long. |
| Customer Number | A number representing the customer profile. |
| Customer Name | The name of the business or the name of the individual customer. |
| Salesperson | The salesperson responsible for this customer. |
| Phone Number | The customer's phone number. |
| City | The customer's city. |
| Country/Province/State | The customer's Country/Province/State. |
| Territory | The Customer sales territory set up in IntelliDealer at Configuration > CRM > Profile > Territories. |
| Contact | The name of the contact person for the customer or company. |
To view a customer profile after performing a search, tap the desired Customer Number.
The Customer Detail screen appears.