Customers - Searching with Find-Enter
AR Billing Specialist*
AR Billing Specialist-Remote*
AR Collections Specialist*
AR Printing Specialist*
The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
N ® Customers
Choose Customer Type First
Always begin a customer search by selecting which 'Customer Type' you are searching for. There are three types: 'Organization' (the default search type), 'Person,' or 'All.'
1. Choose the desired 'Customer Type.'
2. Enter search criteria in any of the fields displayed. You may key criteria into more than one field to narrow your search. You may use "wild cards" (%) in the search criteria
3. Choose which 'Search Type' you want to execute: 'Exact' or 'Fuzzy.'
Note: In this example the user is searching for all organization type customers with the characters [smi] anywhere in the organization's name.
4. Click 'Find'.
5. Select the customer account you searched for.
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