---
title: Find a customer
slug: tutorials/cos-explorer/customer-management/find-a-customer
docTags: 
createdAt: 2024-08-12T12:48:03.849Z
---

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## What you will learn

✅ How to find a specific customer record in COS Explorer

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Learn about [customer records](docId\:EDJywbh2OgbvTQleF_QZZ). 
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## Before you begin

Make sure you have:

- [COS Explorer credentials](docId\:JwSEUG3ELF_gXLhy6T9KI) 
- Identifying information about the customer, such as their:
  - Unique Customer ID
  - CIF Number
  - Name 
  - Tax ID

## Process overview

To update customer details or view status details about a customer, you first use the COS Explorer filter to find the record you want. Click the customer name to see the detailed record.

## To find a customer

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In the Filters pane on the right side of the screen, enter any information you have about the customer you want to find.
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Change the date in the **From** field to some date before when the customer was created.

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- If you only change the year or the month the changes will not be applied.
- You can also select and type the date without going into the calendar.
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At the very bottom of the filter pane, click **Apply**. The results appear.
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If you get no results, verify the date span is big enough to include the customer you are looking for.

If you still get no results, verify that the other information is correct.
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Your search might return more than one customer, depending on the values you searched for. Use more detail in the filter to refine your search.
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## To view customer details

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In the search results, click the Customer/Entity name. The Customer Details screen opens.

Scroll down the page to see specific information about the customer such as:

- Customer bank accounts and subaccounts (subledgers)
- Status of various customer identity scans
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The **Customer Tasks** menu on the side of the Customer Details screen offers options that you can use if your role requires them. For example, you might need to deativate the customer.