Find a Customer - Basic Search
You may have a customer on the phone, received an email, or a new customer you want to enter. Always search the system first to see if they are already entered.
- Click on the CONTACTS tab
- Enter very basic information – any part of the last name and city or state works best.
- Click the SEARCH button
- Select the contact in the Search Results section below by clicking on their name.
If you have a customer on the phone or a walk-in, you can quickly search and display their information, verify the information with them, and update your notes.
Advanced Search displays more searchable fields, including anything in the Primary Notepad, email, phone number, etc.
Search screens will maintain your last search during your session. Remember to clear the search filters when performing a new search.