How Can We Help?

< Back

How to search for a Customer

1. The easiest way is to use global search (1).

 

2. Just start typing customer name or surname and system will show results in real time (1).

 

3. Alternatively you can select option ‘Customers’ located on the sidebar menu (left hand side of the screen) (1).

 

4. Use Search to find specific customer or contact.

Previous How to update Customer’s details
Next How to delete a Customer
Table of Contents