- When you first login to MobiOrder, the Search Customer page appears.
Note: You can also get to this page by selecting Search Customer from the My Account menu
or selecting Search Customer on the Salesperson tile of the My Account page.
- In the Search box, type all or part of the name or number of the customer you want to find, and then press Enter. On a mobile device, use the equivalent key on your virtual keyboard.
- Click the customer with which you want to work from the list of matching customer's that appear.
- The My Account page appears with the selected customer's information on the Customer tile. All actions you take now will be specific to this customer, until you choose a new one.
- To change the customer, click Search Customer on the Salesperson tile, and repeat this procedure.