The user will begin by navigating to the FW Portal Homepage.
Step 1: Navigate to the following URL: https://www.fwcustomer.org/fairfax. User will enter their 1) User Name and 2) Password, then click Login.
Step 2: If verification is successful, the user will be navigated to the Customer Search page. On the left-hand navigation select Groups and Create Group.
Step 3: Enter the relevant customer search criteria. See also the Customer Search guide. When complete, click Search.
Step 4: View Search Results. The user may now save the search results as a group by selecting Save Result as Group.
Step 5: From the pop up create a memorable Name and Description to designate this saved result. Click Submit.
Step 6: A message is received that the group has been saved successfully.
Step 7: Users may view saved groups by selecting Manage Groups on the left navigation.
Step 8: Where many saved groups exist the user may search for saved group based on the:
1. Group Name
2. Created By
3. Updated By
4. Updated On
5. Created On
Step 9: Press Search. Results that match the criteria will be displayed.
Step 10: Double click on any of the Group Names listed to view the group details and results.