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Searching for Customers

If you have a lot of customers it may be time-consuming to find the customer you need, instead, use the search bar on the Customers List page under the Customers section of your account.

You can search by:

  • Customer code
  • Contact first or last name
  • Business name
  • Email
  • Telephone number
  • City

To access the search click on the Search Icon in the right-hand corner of your screen.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts

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