Add Selected

Active only from the Results tab. Click to add the selected customers to the group.

To select and add multiple customers at once, hold down the Ctrl key and click each customer you want to add or hold down the Shift key and click the first and last customers you want to add.

Search

Active only when the Customer tab is showing.

Reset

Active only when the Customer tab is showing.

Cancel

Click to close the window without selecting a customer.

Identification #

Enter the identification number of the customer you want to find.

All customers with identification numbers starting with the parameter you enter and who also match any other parameters you enter, appear in the search results.

Identification Type

Select the kind of identification number you entered. For example, DL number or SSN.

Last Name

To find an individual customer, enter the customer's last name. All customers with last names starting with the parameter you enter and who also match any other parameters you enter, appear in the search results.

First Name

To find an individual customer, enter the customer's first name. All customers with first names starting with the parameter you enter and who also match any other parameters you enter, appear in the search results.

Organization Name

To find an organization, enter the organization's name. All organizations with names starting with the parameter you enter and matching any other parameters you enter, appear in the search results.

Name Type

Select the kind of name you want to search for based on the parameters you entered; for example, AKA, DBA, and so on.

SI Option

Select one of the following:

• Exclude SI—Select to search for non-security interest holder customers only.
• Include SI—Select to search for both security interest and non-security interest holder customers.
• Only SI—Select to search for security interest holder customers only.

Customer #

Displays the system-assigned number of the corresponding customer.

Drivers License

Displays the customer's driver's license number if the customer is an individual.

State

Displays the state where the customer's driver's license was issued if the customer is an individual.

Legal Name

Displays the customer's lawful name.

Confidence Rating

Displays the confidence rating status for the corresponding customer: authenticated, unique or other. The status rating indicates whether the customer's identification information was verified by a third-party interface, supervisory personnel, or was captured (without verification) by an end user. For more information on confidence ratings, see Authenticating Customers.

Residency Address

Displays the customer's primary address.

Managing County

Displays the county in which the customer record is managed.

Date of Birth

Displays the birth date of the corresponding customer if the customer is an individual.

FEIN

Displays the federal employment identification number of the customer if the corresponding customer is an organization.

Customer Type

Displays the customer type of the corresponding customer: individual or organization.

Default Reg Month

Displays the default month in which the customer's vehicle registration will expire.

Active

Indicates whether the search included all records in the system or only current records.

Inactivated Date

Displays the date when the customer record was inactivated.

Inactivated Reason

Displays the reason why the customer record was inactivated.