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Searching Customers

Before adding a new customer, or person, to IDMS, it is best practice to search for the person first. Whether the person has an account or is a reference or just has a working deal, every person associated in IDMS should have a customer record. The system prevents you from adding duplicate social security numbers, and an account always has to have a person associated with it. You can edit a customer record, but you cannot delete it if it associated with an account.

This video provides a quick overview of searching in IDMS.

  1. From the left navigation pane, click the Customer icon and choose Search Customers.

The Search Customers page opens.

  1. Enter or select search criteria, and click the Search icon .

A list of matching records appears.

ClosedTo narrow search criteria

  1. Click Show Advanced Filters to display more search filters.

  2. Specify the search criteria.
  1. Click the Search icon . 
Click the Remove icon to clear the search filters and go back to default.
  1. Click Hide Advanced Filters to hide the extra search criteria.
ClosedTo change the layout of the list
  1. Click the Settings icon .

The Layout Settings pop-up window opens.

  1. If applicable, choose a new layout name in the Queue Default Layout field.
  2. Choose new sorting criteria.
  3. If applicable, check the Make My Default box.
  4. Click Save.