How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist...
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Transcript of How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist...
![Page 1: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/1.jpg)
How To Search/Locate Customer
![Page 2: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/2.jpg)
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Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.
![Page 3: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/3.jpg)
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Step 2 – Type in First & Last Name or complete SSN# (if available).
NOTE: Other available customer detail can also be used to identify if the customer is already registered. The customer name detail is not case sensitive.
![Page 4: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/4.jpg)
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Step 3 – If the search locates more than one customer with the same name re-verify the customer using the last 4 of their SSN#’s to make sure that is the correct customer.
NOTE: Name and SSN fields are sortable
![Page 5: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/5.jpg)
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Step 4- Click on the customers last name to “Manage” the customer.
![Page 6: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/6.jpg)
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Step 6- Click on the blue “Client” link to access the customers’ application.
![Page 7: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/7.jpg)
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Step 7 – If the customer is a carry-over (from either JTA or SMARTware) some customer detail may need to be entered or updated
![Page 8: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/8.jpg)
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Step 8 – If necessary, enter a Scan card # for the customer. The new card # will populate the “ScanCard ID” cell. Click on “Save”.
![Page 9: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/9.jpg)
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Step 9 - Change old card for new one, highlight the old card Step 9 – Hover over “Manage Scan
Card”, then click on “Manual Scan Services”.
![Page 10: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/10.jpg)
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Step 10 – Scan the card number with the Hand Scanner.
![Page 11: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/11.jpg)
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Step 10 – The customer’s account will pop up automatically, Scroll down the page and select all the Services that are being rendered. Click on “Save” at the bottom of the page.
![Page 12: How To Search/Locate Customer. 2 Step 1 – Hover over “Manage Individual” & click on “Assist an Individual.](https://reader036.fdocuments.us/reader036/viewer/2022062517/56649f2a5503460f94c437ed/html5/thumbnails/12.jpg)
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Step 11 – “Services Recorded Successfully” message will display when the customer has been scanned correctly, Be sure to “Release Individual” so that you can manage the next customer.