Summary
In this guide, we show you how to search for customer.
There are 2 ways that you can do this.
- From the Front of House Module
- From the Customers Module
Step by Step Guide
A) Front of House
1. Select 'Front of House'
2. Select 'Dashboard' Tab
3. Once in your dashboard click the search bar at the top of your screen
4. You can search for a customer via their Name, Email address or their customer reference. Once you start typing the details will start to populate.
5. Select the customer profile you wish to view.
B) Customers
1. From the home page, go to the Customers Module
2. You can search for a customer via their Name, Email address or their customer reference. Once you start typing the details will start to populate.
3. Select the customer profile you wish to view.