This feature allows users to search for customers within the system using various search criteria. It helps to quickly find specific customer records for viewing or editing.
You would use this feature when you need to locate a customer’s details, review their transactions, or update their information. It’s particularly useful in customer support, sales, or when managing accounts.
How do I use this feature?
Log in to the system and navigate to the Customers tab located on the left-hand side of the dashboard.
At the top of the Customers page, you will find a search bar. You can search for a customer using one of the following methods:
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- By entering LastName, FirstName.
- By entering FirstName LastName.
- Using the customer’s Date of Birth (DOB).
- By the last 4 digits of their phone number.
- By their Account Number.
- By their Email Address.
After entering the search term, select the customer you wish to view from the search results.
Once selected, you can view all of the customers transactions or edit their information if needed.
