Skip to main content
Avalara Help Center

Search for customers

This article applies to:CertCapture

Find a customer. Use basic search to filter by common criteria. Use advanced search options and search filters to narrow your results.

Before you begin

Be sure you've added your customers and validated their documents in CertCapture.

Steps

  1. In CertCapture, go to Search > Customer Search.
  2. Enter your search terms in the appropriate fields.
    • Search is keyword-based
    • To search for multiple customers, separate customer numbers with a line break (press Return or Enter in the text field). Spaces between customer numbers yield inaccurate results
  3. Select Customer Attributes or Document Criteria to view additional search options.
  4. Optional: Select the Filter Options icon in the upper right to view advanced filtering options. 
    • Associated Certificate Filtering:
      • Filter With Search Criteria: (default) This setting returns customer and certificate results that match selected filters.
      • Show All Linked Certificates: This setting returns results that match selected filters. It also includes multiple records when certificates are linked to multiple customers.
    • Associated Certificate Display:
      • ​​Only Active Certificate Links: (default) This setting only returns certificates that are used to define the exempt reason for a customer in the given exposure zone.
      • Only Inactive (Replaced) Links: This setting returns certificates that are not supplying the exempt reason due to either another active certificate or a taxable override.
    • Text Field Search Options:
      • Exact Match: (default) This setting returns customer and certificate results that exactly match the case sensitive value entered into a filter criteria.
      • Case Insensitive Exact Match: This setting returns customer and certificate results that match the value entered into a filter criteria, without qualifying upper and lower case letters.
      • ‘Begins With’ Match: This setting returns customer and certificate results that start with the case insensitive value entered in the search criteria.
      • Full Wildcard Match: This setting returns customer and certificate results that includes the case insensitive value entered in the search criteria one or more times.
  5. Optional: Select Advanced for even more search criteria. Use this when you're searching by something very specific, such as a Tax Number or Bill To state.
    • Using the Advanced search option allows you to select from a large number of search criteria about both customers and documents, which is helpful when you need to find documents that meet very specific criteria.
    • As an example, you could search for all customers with a TX mailing address that have NY Resale exemption certificates on file that will expire within the next 60 days.
  6. Select Get Search Results to view results based on your filters.

Once you've generated your search results, learn how to export themperform bulk actions on the results, or save the search so you can easily use it again later.

  • Was this article helpful?