Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Top menu > Search
Prerequisites: The need to find a Customer's phone number quickly and easily!
To find a Customer by phone number. Start by finding the Search icon at the top of any page.
The Search field will reveal itself along with other recent Searches. Enter the phone number in this field.
Results will begin to narrow as your enter the number. Find the Customer you are looking for and click on the record.
This will take you to the corresponding Customer Details page!
Learn more about Customer Details here:
The Search field can also be used to Search by: