Issue:
A newly added customer is unable to be found using the Search function.
Typing in the number for the newly created customer will not pull it up.
Resolution:
When this happens, it may be due to not setting up a site for the customer when they are created.
To open the customer:
- Go to Customer Query
- When the Customer Query Builder opens, there will be an automatically populated Customer Number field in the Fields to Display area.
- Drag another Customer Number variable to the Blank field in the middle.
- Keep the Equal sign (=) for the Relation field
- Type in the customer number in the Criteria field and then use the Green Arrow at the bottom of the window
- If nothing is returned, then in the Criterial Rows field the number may need to be increased from what is by default, usually 50, to 99999
- The customer number should appear in the query list
- Double click the customer number. This should open the customer account
