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.
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