To Search for a Customer

The VMware Service Portal enables you to search for and view customer details.

The ability to search for customers on the portal is defined by your portal role settings (configured in the main application). If Review Org Customers is selected for your portal role, you can search for all customers who are linked to your organization and for customers who are part of other organizations linked to your organization (customers within your organization tree). But, if you are not linked to an organization, you will not be able to search for customers.

If Review All Customers is also selected for your portal role, you can search for all customers, regardless of the organization they are in. This portal role setting allows you to search for all customers even if you are not linked to an organization.

You can search for other customers by their:

If you do not know their full name or only know part of their name you can use a wild card search.

To search for a customer, follow these steps:

  1. From the VMware Service Portal Navigation Bar, select the Customer Search menu option. The Customer Search page is displayed.
  2. Type the surname of the customer you are searching for in the Surname field.
  3. Type the first name of the customer you are searching for in the First Name field.
  4. Type the Organization of the customer you are searching for in the Organization field.
  5. Type the location of the customer you are searching for in the Location Name field.
  6. Click OK. Your search results are displayed on the Customer Search page in a table format.
  7. To view the details of a specific customer, select the Customer Record you want to view the details for. You can do this by clicking . The selected customer’s details are displayed on the Customer Search page.

Wild Card Search

The percent sign, “%” is used as a wildcard to indicate any text. It is assumed by default to be at the end of any search word you type. To search using a word not occurring at the beginning of the field, type “%” before the word. To return items to which you have access, type the percent sign in the Search field.

The following wild card characters are supported for SQL Server and Oracle:

 

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