Searching: How to find Water Protection Customers, Facilities, and Contacts

Customers

Step 1: Log in

Log in to Klir Administration to get started.

Step 2: Filter by Program Type

1. Navigate to Customers → All Customers.
   
   
2. In the Programs dropdown menu, select Water Protection.
   
   
3. Click Apply Filter.

This will generate a list of customers assigned to the Water Protection Program.

Step 3: Assign a Case Manager

1. Open any Customer account.
   
   
2. Click the three dots on the right-hand side of the profile and select Edit Info.
   
   
3. Review the Customer details. Click Next to move to the second page.
   
   
4. Under Additional Details, open the dropdown menu for Water Protection Case Manager and select a name (you may also select your own).
   
   
5. Click Save.
   
   The Water Protection Case Manager is now assigned to that Customer account.

Step 4: Search by Case Manager

1. Navigate back to Customers → All Customers.
   
   
2. In the WP Case Manager dropdown menu, select the name of the Case Manager you just assigned.
   
   
3. Click Apply Filter.

You’ll now see a filtered list of Customers assigned to that Water Protection Case Manager.

Facilities

1. Navigate to Customers → Customer facilities
2. The list of Customer facilities will be shown
3. Clicking on any facility will go to that facility's details page.

Contacts

1. Navigate to Customers → Contacts
2. The list of Customer contacts will be shown.
   
3. Clicking on a contact will bring you to the contact details page.