How to use the community tab to search for existing accounts

You can use the community tab to search for people in your system including both users and customers.

To do this you must first select the Community tab and then click on People. From here you will be able to search for either a name or email address using the search box, or you can click on options to further refine your search, as shown below;

For example, if you had a service request with the customers address entered but with no further information you could search specifically for customers registered to that address.

Another possible way to search in the options section is by their account role. Here you can select either customer or user. Customer refers to members of the public who use the council’s services while users are members of the council (staff, contractors etc). By refining your search to users you will be able to view all members of the council without having to manually search for individual accounts using the owner’s names.

Within the options window, you can also search for accounts with a specific status meaning you could choose to only view accounts which are active within your system. Other choices you have include things such as searching for accounts with a specific birth date and searching for customers with a certain phone number registered to them.