1. From the Message Panel, locate the information within the text to help you identify the customer.
2. Click Edit
3. Click First Name and enter the first name of the customer. Enter last name as well if you have it.
4. Click Company Name and enter company name.
5. If you do not know the customer number, in CSD, search in Customer Inquiry (ARIC) for the customer to get their customer number.
6. Click Account Number and enter the CSD customer number
7. Click Submit
