Find a customer
Search people, companies, properties, systems, and account numbers.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Find a customer is for and choose the correct next action.
Safety and data checks
- • Never create a new customer until name, phone, email, address, and account-number searches rule out a duplicate.
Complete the task
- 1Navigate
Open Find a customer
Use the Hub navigation to open Find a customer. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultFind a customer is open and its page heading is visible.
- 2Review
Understand what belongs here
Customer Explorer is the authoritative starting point for existing customer and monitoring-system work. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Search broadly first, then narrow by address, account number, system status, or other filters. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the matching customer and confirm the property before editing, booking, or sending anything. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Never create a new customer until name, phone, email, address, and account-number searches rule out a duplicate. This orientation ends before any irreversible or customer-facing submission.
Never create a new customer until name, phone, email, address, and account-number searches rule out a duplicate.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.