Learn how to find a Customer record by phone number using the search function.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Top menu > Search
What more do I need to use this feature?
- Admin permissions or restricted permissions to access Reports & Booking Data.
- The need to find a Customer's phone number quickly and easily!
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
To find a Customer by phone number, start by finding the Search icon at the top of any page.
The Search field reveals itself along with other recent Searches. Enter the phone number in this field.
Results begin to narrow as you enter the number. You can find the Customer you are looking for and click the record.
This takes you to the matching Customer Details page!
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Learn more about customer details here: |
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The search field can also be used to search through:
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