Advanced Customer Search

This feature is available in both the Account Summary view and the Subscription Summary view. When logged into the portal as an Account Executive or Partner Account Executive, you can access the Advanced Search link below the basic Search Bar.

This allows you to filter customer accounts based on various fields such as Account Number, Account Name, Parent, Email Address, Work Phone, Last Invoice Date, Account Balance, or Credit Balance.

You can apply multiple search rules using AND/OR statements and even add more filters to enhance your search. This feature is designed to help you quickly and efficiently locate the customer accounts or subscriptions you need.

In the Account Summary view, you have the ability to filter customer accounts using various fields from the billing system such as Account Number, Account Name, Parent, Email Address, Work Phone, Last Invoice Date, Account Balance, or Credit Balance.

You can apply multiple search rules using AND/OR statements. To add more filters to your search, simply click on the "Add Rule" or "Add Group" buttons. Then, select either AND or OR to determine how the multiple filters are related to each other.

If a Partner or Sales Representative is trying to find a customer by their name or email but is uncertain about the correct spelling, they have the option to search in both the email address and account name fields using the "begins with" or "contains" filters. They can then enter the part of the name they do know to narrow down the search results.

For more information on how to export a report of filtered accounts, view Account Summary and Subscription Summary.

In the Subscription Summary view, you have the ability to filter customer subscriptions using various fields from the billing system, including Subscription Number, Account Number, Subscription Owner, Current Term, Term Start Date, and Renewal Date.

You can apply a series of search rules using AND/OR statements to refine your results. Simply click on the "Add Rule" or "Add Group" buttons to add more filters to your search. Then, select either AND or OR to determine how the multiple filters are related to each other.

If a Partner or Sales Representative wants to generate a report of subscriptions that are due for renewal in the upcoming quarter, they can utilize the Advanced Search feature. By selecting the Renewal Date filter and setting it to "greater or equal to" 01/01/2021 AND "less than" 04/01/2021, they can easily find the subscriptions that meet this criteria.

For more information on how to export a report of filtered accounts, view Account Summary and Subscription Summary.

To exit the Advanced Search at any time, simply click on the "Return to Basic Search" link located above the AND/OR buttons in both the Account Summary and the Subscription Summary.