> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/product/partner-portal/customer-management/advanced-customer-search.md). # Customer Search When you work a large book of business, the slowest part of helping a customer is finding them. The partner portal's customer search lets you jump to the right account in seconds, without paging through your whole list. ## What you can search From **My Accounts** in the partner portal, type into the search box to filter your assigned accounts by: * **Account name** (the billing or display name) * **Account number** (the customer's external billing account ID) Matching happens as you type, and results stay paged so a large cohort stays manageable. Each row shows the account name, account number, billing status, current balance, the number of active subscriptions, and how the account was assigned to you (by **rule** or granted manually). Select a row to open the account, where you can review contacts, subscriptions, and open invoices — and, with the right permission, change or cancel a subscription on the customer's behalf. ## How scope works Search never reaches outside your assigned accounts. The portal only ever searches the accounts assigned to you — the cohort defined by your **Territory Rules** plus any manual grants — and that scope is enforced on the server, not just hidden in the UI. You cannot find or open an account that isn't yours, so it's safe to search freely. ## Who can use it Customer search is available to any user with the **Partner** role whose profile grants read access to partner account assignments. The accounts that appear are governed by your profile's record scope and your territory assignments. ## Gotchas * Search matches **account name and account number** only. To narrow by status, balance, or subscription count, scan or sort the columns in the results. * If billing details (status, balance, subscription count) show as blank or a dash, the billing integration may be temporarily degraded — the account list still loads from your assignments. * No results usually means the account isn't assigned to you yet. Confirm its territory assignment with an admin. ## Related * [Account and Subscription Summary Reports](/product/partner-portal/customer-management/account-and-subscription-summary-reports.md) * [Partner Portal Overview](/product/partner-portal/partner-portal-overview.md) * [Assigning Accounts to Partners](/product/partner-portal/administration/partner-realms.md) * [Portal Action Permissions](/product/using-peakcommerce/profiles-and-permissions/portal-action-permissions.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.peakcommerce.com/product/partner-portal/customer-management/advanced-customer-search.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.