The General tab of the Customer Find Filter is used to search on basic customer details such as name, address, and phone.
Fields and options on this tab include:
| Last Name |
Search by last name |
| First Name |
Search by first name |
| Spouse/Partner |
Search by customer's spouse/partner's first name |
| Company |
Search by company name |
| Company Account |
Select whether to include customers marked as company accounts
- Checked - Only include company accounts
- Unchecked - Do not include company accounts
- Square Check - Include customers and company accounts
|
| Tax Exempt |
Only display accounts marked Tax Exempt |
| Phone |
Search by phone number |
| Preferred Phone Only |
Select whether to only include customers with preferred phone numbers
- Checked - Only include phone numbers marked preferred
- Unchecked - Include all phone numbers
- Square Check - Only include phone numbers not marked preferred
|
| Do Not Contact |
Select whether to include customers that have phone marked 'Do not contact'
- Checked - Only include phone numbers marked 'Do not contact'
- Unchecked - Include all phone numbers
- Square Check - Only include phone numbers not marked 'Do not contact'
|
| Cell / Mobile Numbers Only |
Select whether to only include customers with cell/mobile numbers
- Checked - Only include phone numbers marked 'Cell//Mobile'
- Unchecked - Include all phone numbers
- Square Check - Only include phone numbers not marked 'Cell/Mobile'
|
| Street |
Search by street address |
| City |
Search by city |
| State |
Search by state |
| ZIP |
Search by ZIP or postal code |
| Preferred Address Only |
Select whether to only include customers with preferred addresses
- Checked - Only include addresses marked preferred
- Unchecked - Include all addresses
- Square Check - Only display addresses not marked preferred
|
| Email |
Search by email address |
| Preferred Email Only |
Select whether to only include customers with preferred emails
- Checked - Only include emails marked preferred
- Unchecked - Include all emails
- Square Check - Only include emails not marked preferred
|
| Do Not Send Promo |
Select whether to include customers that have email marked 'Do not send promo'
- Checked - Only include emails marked 'Do not send promo'
- Unchecked - Include all emails
- Square Check - Only include emails not marked 'Do not send promo'
|
| Social Type |
Search by a type of social contact method. |
| Preferred Social Only |
Select whether to only include customers with preferred social contacts
- Checked - Only include social contacts marked preferred
- Unchecked - Include all social contacts
- Square Check - Only include social contacts not marked preferred
|
| Social Address |
Search by social address |
| License # |
Search by driver's license number |
| ID # |
Search by the customer's Edge ID; all other criteria will be ignored |
| Sort Order |
Controls how resulting list is sorted |
| Inactive Account |
Select whether to include inactive (disabled) accounts
- Checked - Only include inactive accounts
- Unchecked - Only include active accounts
- Square Check - Include all accounts
|
| Include Customers with Hidden Contact Info |
Include customers with hidden contact info in search results. See Hidden Contact Info for information on setting up and using this feature |
| Store |
Only include customers from this store |