How do I find a customer?

You will have found a customer's record.

Before you start

You need permission to read customers. Everyone who can read customers sees all of them.

Steps

1. Open CRM → Customers.
2. Use the filters: name, mobile, phone, email, province, company, assignee, company type, active or inactive and a created date range. Combine as many as you like.
3. Press the search button to apply them.
4. Click the customer's name to open the profile.

What you will see

Up to ten customers per page. The filters and page are kept in the address, so you can bookmark a result.

If something goes wrong

• There is no single search box: type into the matching field.
• Invited customers are hidden under All customers; open the Invited tab.
• Merged records are always hidden; the customer they were merged into is in the list.
• To find a customer inside another page (an invoice, say), use that page's customer picker.