Search for a Customer

You can search for any customer.

  1. On the Customers menu, select Manage Customers.

The Manage Customers tab appears.

 

  1. In the Rule box, click to select one or more Rule options from the list:

  • All
  • General Customer
  • Club
  • Fleet
  • Terminated Club / Fleet

 

  1. In the In Field box, select one of the following fields that correlates to the Search field:
    • Customer
    • AccountID
    • Phone
    • License
    • RFID
    • Barcode
    • Credit Card
    • CustomerNumber
    • Fleet Invoice
    • Fleet Prepaid
    • VIN
    • Email
  1. In the Status box, click to select one or more Status options:
  • All
  • Active
  • Suspended
  • Terminated
  • Declined
  • Duplicate
  • Bill
  • NotSignedUp
  1. In the Search box, type the item's name you are attempting to locate.

NOTES:

  • Search criteria is case sensitive.
  • Need broader search parameters to help you find customers who may have been added to the system with an incorrect spelling, then search for just the first letter of last name "P." This will pull all customers whose last name begins with the letter P.
  • When searching for an RFID tag, WashConnect will auto complete the entry based on what is being entered. Auto Complete eliminates typing errors and makes it faster to locate a customer's tag.
  1. Click the View button.
    Customer’s search results are displayed in a list format, and can be printed or exported to a file.
  1. Click to select a Customer's record which can be viewed, printed, or exported.
    The customer record will be highlighted. 

Add Customer

Export Customer List

Add Vehicle for Club Customer

Manage Customers

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