Customer Search

Customer Search
Last update on 6/13/23
Use the Customer search feature to locate all active and inactive customers in your CLEO.

1. Click on Files > Select Customer Search

It will look like this once you open Customer Search.

You can search by the following criteria
1. Search by phone number
2. Search by customer’s first or last name
3. Search by customer’s ID
4. Search by email
5. Search by customer’s address
6. Search by listed spouse
7. Search by customer’s postal code (Zip code)
8. Search by customer’s city
9. Search by the territory (only use if you have multiple territory)
10. Export list of customers
11. Search for a match anywhere the field (name, Address, Zip, ETC..)
12. Search for a match at the beginning of the field
13. Clear search fields
14. Exit customer search
15. Search All (Select both active and inactive, just active, or just inactive)