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How do I find out which of my customers have multiple certificates in CertCapture?

Overview

I need to view and run a report for customers that have multiple certificates in Avalara CertCapture.

Environment

CertCapture

Resolution

You can run a customer search in CertCapture by following the steps below:

  1. Go to Search
  2. Select Customer Search
  3. Select the Advance search on the top right-hand side.
  4. Select Certificate Criteria to open and select the specific criteria for your search.
  5. In the Certificate Criteria, you can select (as an example below):
    • Has active certificate in the drop-down menu under Has Certificate?
    • Enter Yes for Certificate Is Valid?

Once you've selected your criterias, you can click on Get Search Results button. This will provide you a list of all your customers with single or multiple certificates, and you will be able to export this report.

Please see the article below for more details:

Search for Certificates, Customers, and Jobs
https://help.avalara.com/0021_Avalara_CertCapture/100_Search_for_Certificates%2C_Customers%2C_and_Jobs