Customer searches are able to be performed using the Customer Browser screen. Here you can search for customers using:

Customer ID: The customer identification number used inn Connect
Alternate Customer ID: The alternate customer identification number stored on the customer record imported from a legacy system. Typically this is used when customer records are imported from another legacy system
Email Address: The customer's email address
SMS Number: The customer's SMS or mobile number
Conversation: A conversation the customer is associated with
Attribute: Any customer attribute (e.g. last name, first name, city)

These attributes can be used in combination to help search for customer records.

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Searching for a Customer

To search for an existing customer:

Enter known search criteria into the following fields:
- Customer ID: Select one of the search types based on the Customer ID number and enter the appropriate information in the associated field or fields as applicable:
  - Equal To: Retrieves the customer record where the Customer ID exactly matches the entered Customer ID
  - Not Equal To: Retrieves customer record where the Customer ID does not exactly match the entered Customer ID
  - Less Than: Retrieves customer records where the Customer ID is numerically less than the entered Customer ID
  - Less Than or Equal To: Retrieves customer records where the Customer ID is numerically less than or equal to the entered Customer ID
  - Greater Than: Retrieves customer records where the Customer ID is numerically greater than the entered Customer ID
  - Greater Than or Equal To: Retrieves customer records where the Customer ID is numerically greater than or equal to the entered Customer ID
  - Between: Retrieves customer records where the Customer ID is numerically between the two entered lower and upper bound entries for the Customer ID
  - Is Null: Retrieves customer records with no numeric Customer ID value
  - Is Not Null: Retrieves customer records that have a numeric Customer ID value
- Alternate Customer ID: Select one of the search types based on the Alternate Customer ID number and enter the information in the associated field as applicable:
  - Contains: Retrieves customer records where the Alternate Customer ID contains the text entered
  - Does Not Contain: Retrieves customer records where the Alternate Customer ID does not contain the text entered
  - Contains (Case Sensitive): Retrieves customer records where the Alternate Customer ID contains the text entered with case sensitivity
  - Does Not Contain (Case Sensitive): Retrieves customer records where the Alternate Customer ID does not contain the text entered with case sensitivity
  - Equal To: Retrieves customer records where the Alternate Customer ID equals the entered text
  - Note Equal To: Retrieves customer records where the Alternate Customer ID does not equal the entered text
  - Is Null: Retrieves customer records where the Alternate Customer ID does not exist
  - Is Not Null: Retrieves customer records where the Alternate Customer ID does exist
- Email Address: Select one of the search types based on the customer email address and enter the information in the associated field as applicable:
  - Contains: Retrieves customer records where the email address contains the text entered
  - Does Not Contain: Retrieves customer records where the email address does not contain the text entered
  - Contains (Case Sensitive): Retrieves customer records where the email address contains the text entered with case sensitivity
  - Does Not Contain (Case Sensitive): Retrieves customer records where the email address does not contain the text entered with case sensitivity
  - Equal To: Retrieves customer records where the email address equals the entered text
  - Note Equal To: Retrieves customer records where the email address does not equal the entered text
  - Is Null: Retrieves customer records where the email address does not exist
  - Is Not Null: Retrieves customer records where the email address does exist
- SMS Number: Select one of the search types based on the customer's SMS number and enter the information in the associated field as applicable:
  - Contains: Retrieves customer records where the SMS number contains the text entered
  - Does Not Contain: Retrieves customer records where the SMS number does not contain the text entered
  - Contains (Case Sensitive): Retrieves customer records where the SMS number contains the text entered with case sensitivity
  - Does Not Contain (Case Sensitive): Retrieves customer records where the SMS number does not contain the text entered with case sensitivity
  - Equal To: Retrieves customer records where the SMS number equals the entered text
  - Note Equal To: Retrieves customer records where the SMS number does not equal the entered text
  - Is Null: Retrieves customer records where the SMS number does not exist
  - Is Not Null: Retrieves customer records where the SMS number does exist
- Conversation: A conversation associated to the customer
- Attribute: One of many other customer attributes (e.g. Active Email Address, Birthdate, Country). The search criteria for the entered data is a 'Contains' search, meaning customer records are retrieved where the selected attributes contains the entered text
If you wish to clear the entered search criteria, click the Clear button. All entered data is cleared from the criteria fields.
If you wish to reset the search results and clear all search criteria, click the Reset button. All search results and criteria are cleared.
Click the Apply button. The customer search results appear below the entry fields.
Select the desired customer record by clicking on the customer's Connect ID link. The customer record displays in the Customer Profile screen.