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How to Search for a Customer

While logged in to SecurityTrax, on any page, click on the Search icon Screen Shot 2018-08-28 at 9.56.08 AM.png on the top navigation bar.

  • Note: To cancel the search, click the Close icon Close_Icon2.jpg.

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To select Customer from the dropdown menu

  • Using the Search for dropdown menu, select the Customer option (Customer is the de facto default).

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To select the search criteria from the dropdown menu

  • Using the Search by dropdown menu, select the item (ID, Name, or Phone) by which you would like to search (Name is the default).

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To enter the search string

  • Click into the Search Customers dropdown field and begin typing into the edit field provided.
    • Note: As each character is entered, a list of results, or the message "Sorry, no matches found," will appear immediately below.

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