Search the List of Customers in Texada Web

Describes how to search the list of customers in Texada Web.

Type

How to

Audience

Texada Web Service Manager or Counter

Products

Texada Web

Context

As your business grows, your list of customers grows as well. Use the search functionality to quickly locate the customer information you need. For example, if you need to look up a customer’s address or contact information, you can search and locate the customer record containing the information.

You can customize the list of customers to only contain the information that is relevant to you and your business. See: “Customize a List in Texada Web” for more information on customizing and filtering the list of customers.

Before You Begin

Required: Internet connection; valid Texada Web login credentials and access permissions; an existing customer

Optional: Mobile device with an Internet connection

Steps

Search the list of customers

1. In the Texada Web menu bar, navigate to Customers > Customer List
  The list of existing customers opens in the main area
2. Type your search term(s) in the Search field, such as the customer number or name
  The list of existing customers narrows to reflect your search terms