How do I search for customers in the web console?

  • Log in to the Onsight web console at https://web.onsightapp.com/ .
  • Click on ‘Customers’ from the left-hand side menu.
  • Enter the name of the customer that you would like to find in the search box.
  • Click the ‘Search’ icon (it looks like a magnifying glass) or simply press Enter on your keyboard.
  • You can use the ‘Group’ dropdown box to search by customer groups.
  • You can use the ‘Allocated to’ dropdown box to search by sales rep.

 

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