Search for a Customer

Overview

Find a customer by email, phone number, name, last four card digits, or transaction ID. The search bar auto-detects the filter type as you type, and shows live suggestions before you hit enter.

:::tip At a Glance
Who is this for?

Support agents looking up a customer account.

When do I use this?

At the start of every support interaction — before you can view or change anything on an account, you need to find the customer first.

What will happen?

You'll get a list of matching customers. Click one to open their detail view and start a support session.
:::

Prerequisites

• You must be signed in with a support-level role or higher

Steps

Step 1: Navigate to Customer Support

Go to the Customer Support page from the sidebar navigation.

Step 2: Type a search term

Start typing in the search bar. The system auto-detects the filter type based on what you enter:

As you type, live suggestions appear in a dropdown (up to 5 results). You can click a suggestion to jump straight to that customer.

Step 3: Select a filter (optional)

If auto-detection picks the wrong filter, open the filter dropdown and choose the correct one manually. Available filters: All, Email, Name, Last 4, Phone Number, Receipt, Payment Unique ID, VL Transaction ID, Gateway Charge ID.

Step 4: Submit the search

Press Enter or click the search button. The full results appear in a paginated table below.

Step 5: Open a customer

Click a row to open that customer's detail view. This also starts a support session automatically.

Expected Behavior

• Results appear in a table with pagination controls.
• If no customers match, a "No data" message is shown.
• Clicking a result navigates to the customer detail page with the Profile tab selected.

Edge Cases / Notes

• Paste detection: If you paste a value into the search bar, the filter is auto-applied and the search fires immediately — no need to press Enter.
• Clipboard button: A clipboard icon appears if your clipboard contains a searchable value. Click it to paste and search in one step.
• Phone format: Phone numbers should start with +. The system normalizes the value before searching.
• Email normalization: Emails are lowercased automatically.
• UUID detection: If the system detects a UUID, it switches to external ID search mode.

Flow

If Something Goes Wrong

• No results for a known customer? → Try a different filter. Email is the most reliable.
• Suggestions not appearing? → They only show after 300 ms of inactivity and require at least a partial match.
• "No data" on a valid search? → Confirm the search term is correct and try the All filter.

Related

• Add a new user
• View customer profile
• Session management