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How Do I Search For A Customer?
How Do I Search For A Customer?

How to search for a customer using the Customer List? You can use their first name, last name, business name, phone number or email address.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

There are multiple ways to search for specific clients using our new Customer List.ย 

First of all we have our Hybrid Search Bar! This search bar allows you to search by your customer's first name, last name, business name, phone number, email address or any physical addresses associated to their profiles.
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Another way to search for customers is using our Filter feature. You can search for and sort clients by over 15 different pieces of information!

You can search by Intel, Mood, Customer Name, Business Name, Phone Number, Number of Orders, Address, City, Country, Customer Assets, Customer Name, Customer Since, Email, Last Updated, Location Name, Notes, State/Province and Zip/Postal Code. That's a lot!
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That's how easy it is to search for a customer! Think of the ways you can organize your list to create a better workflow for yourself and your employees!


As always, chat in if you have any questions! :D

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