The Find Customer Form Shows no Customers

The issue

The Find Customer form shows no customers

Some background

For most uses, the Find Customer form shows all customers, subject to the search and filter criteria set.

Possible causes

Search and filter criteria too restrictive

The issue may simply be that the search and filter criteria set are too restrictive, filtering out all customers. You might like to try 

Intended behaviour

The issue may be intended behaviour. The customers displayed in the Find Customer form depend on the user accessing the form. 

Internal users and external users with permission External User Can Add Customers (SA045) will see all customers, subject to the search and filter criteria set. External users without permission SA045 will see only the customers of jobs to which they have access to, subject to the search and filter criteria set.

User Group not correctly set

The customers displayed in the Find Customer form depend on the user accessing the form.

Things to try

Here are some things to try, typically in this order, to try and resolve the issue

1. Reset the search and filter criteria
2. Check User Group is set correctly
3. Request access

If you reach the end of things to try and still the Find Customer form shows no customers, please start a conversation with our support team.

• Reset the search and filter criteria

  Steps to take

  1. Select Customer Name beside Search By
  2. Clear the textbox beside Find Customer

• Check User Group is correctly set

  Steps to take

  1. Open User Access.
  2. Select the user in the dropdown beside Select User Name to Modify.
  3. Click Edit User in the left button bar.
  4. Inspect the User Group set for the user.
     
  5. If the User Group set is correct, you can end these steps.
  6. If the User Group set is incorrect, select the correct User Group from the dropdown list.
     
  7. Click Save. User Access will notify you the user details have been saved
     
  8. Click Close.
  9. Close User Access and try again.

• Request access

  If you are an external user, you will need to request access the relevant jobs or to be granted permission SA045.