Learn how to find a Customer record by phone number using the search function.
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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, new or both?
- The Search feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
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. 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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