Skip to content
  • There are no suggestions because the search field is empty.

How to Find a Customer or Proposal

Use this menu to jump to each section of the article: 

Using the Customer Search Page

  1. In the upper left corner, tap on the hamburger menu to open the sidebar. Open the Customers dropdown, then click Search.

    Sidebar_OpenCompanySearch_GIF

  2. Search for the customer you want to access and tap their name.
    1. The easiest way to search is by using the Filters to specify the exact field/column that you would like to search (for example, the customer ID, customer name, etc). 
      CustomerSearch_Filters_GIF
    2. For more information on using data grid searches, check out this article HERE! 
  3. In the search results, click the name of the customer in blue to open the customer page. 
    CustomerSearch_ClickName
  4. Once on the customer's page, you will access and be able to edit all customer information.

 

Using the Proposal Search Page

  1. In the upper left corner, tap on the hamburger menu to open the sidebar. Open the Solar Proposals dropdown, then click Search.
    Sidebar_ProposalSearch_GIF-1

  2. This will open the proposal search page, where you can search for the proposal you'd like to view. 
    1. The easiest way is to search using the Filters functionality and searching by Customer Name. 
      PropSearch_Filters_GIF
  3. In the search results, click the name of the customer in blue to open the customer page. 
    ProposalSearch_ClickName
  4. Once on the customer page, you'll be able to access all proposals for that customer.

 

Using the Top-Bar Customer/Proposal Search 

  1. At the top of the page, enter the Customer Name, Customer ID, or Proposal ID. CustomerSearch_Top_GIF

  2. Click on the Customer Name or Customer ID to open the customer page. If you searched by Proposal ID, you can click the ID in the result to open the proposal directly. 

Watch How to Find a Customer's Information