Watch Episode 2 of the Customer Confidence Webinar Series: The Data Behind Digital Trust

Find What Matters Faster with Quick Find

Quick Find: Faster Access to the Customer Information You Need 

Searching for customer information shouldn’t slow you down — but navigating multiple menus, reports, and tabs to locate an account, invoice, or payment adds up fast. Quick Find changes that. 

 

A Smarter Search Bar 

You already know the search bar in the Biller Portal. Quick Find builds on that familiar experience — but instead of just helping you navigate the portal, it now surfaces customer data instantly with one search bar always at your fingertips. 

Find What You Need, Fast 

Search by customer name, account number, email address, physical address, or approval number, and Quick Find returns relevant matches right away. Matching keywords are highlighted so you can spot the right record immediately — then get there in a single click without losing your place in the portal. 

A Cleaner, More Consistent Experience 

Quick Find’s interface aligns with the latest design system standards, delivering a seamless, user-friendly experience across the platform. 

Key Benefits 

  • Search from anywhere — An always-accessible search bar keeps customer information within reach 
  • Flexible search options — Look up accounts by name, account number, email, address, or approval number 
  • Instant clarity — Highlighted keywords make it easy to spot the right match 
  • One-click access — Jump directly to customer profiles without extra navigation 
  • Streamlined workflows — Spend less time searching and more time serving customers