Find Customers

Find Customers

As a practice, Cornerstone recommends using the Customers Icon> Customer Tabs to search for customers. You can search by name, address, central station ID, previous account number, with a wildcard search, check#, invoice# and many more options. Note: To add additional columns on your customer screen>Right click the column headers>Click Columns>Select the box for the columns you'd like to appear>Use the arrows to display them in your preferred order>Click OK to save

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    • Find Where a Check Posted

      From the Customer List>Click Searches Icon>Click Check#>Enter #>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to contact their bank to run a trace.

    • Create an Email Blast to All Customers with Recurring

      Click Inquiry/Mail Icon>Click Customer Inquiry/Mail Merge>Document Type=Email>Click Billing Search Tab>Enter "*" in Recurring Code field>Click Search>Click dropdown for 'Which Email Address' & Select Primary, Secondary, Both, or Service>Enter ...

    • Find out when I am Refunded

      From customer account>Support Log>Highlight and select or double click>Review support note listing details of refund..

    • Find Out How Much Chargebacks Are

      The fees for a chargeback will appear on your month-end recap. You can view the report, with proper access, by clicking on Reports>Click Monthly Reports>Select and View the month in question>See Fee Section on Recap

    • Find Where Funds Were Sent from Prepaid Credits

      From customer account>Click Credit History>Highlight the credit in question>Review the bottom section, "Credit Activity." Alternatively, Click Reports>Click Financial Tab>Select Credits By Number>Enter the Credit # in "Credit # Range (Min) & (Max) ...