OMD® Customer Search

OMD Customer Search

Key Features of OMD Customer Search:

  • Search for customer information by customer name, customer number, address, phone, fax, master account number, or bill-to number. Locate customer equipment information by equipment ID or model/serial number. Look up customer personnel information by person name or phone number.

  • Use wild cards when entering search terms.

  • Limit the search results available for display based on the user's level of security access.

  • View columns of data that include—when applicable—model number, serial number, equipment ID, program type, checking account number, personnel first name, personnel last name, phone, cell phone, personnel type, customer number, customer name, customer name 2, phone, fax, address, address 2, city, state, postal code, bill-to customer number, master account number, average monthly usage, and product number.

  • Sort, group, and filter search results using any column or combination of columns in the grid.

  • Access a grid containing the following information for each piece of equipment owned by a specific customer: model number, serial number, equipment ID, program type, site, install date, key operator, and three user-defined columns of information.

  • Access a grid containing the following information for each meter defined for a specific piece of customer equipment: meter description, meter reading, meter read date, and average monthly usage.