How do I find a customer?
On Customers, type a name, phone or email in the search box. Use the status menu, the tag filter or the cards at the top to narrow the list.
Open Customers and type a name, phone number or email in Search name, phone or email. The list updates as you type. Click a customer to open their record.
Also called: search customers, look up a client, customer list, filter customers, chercher un client, rechercher un client, liste des clients, filtrer
Step 1: Open Customers
In the menu, under Customers, click Customers. You see Active customers first, with how many there are.
Click: Customers
Step 2: Search
Type in Search name, phone or email. The heading becomes Search results.
Step 3: Narrow the list
Status: pick Status: Active, Status: Archived, Status: All or Status: Prospects (people not in a deal yet).
Filter by tag: tick one or more tags to show only those customers. Click Clear the filter to see everyone again.
The cards at the top: click New prospects (to call back, last 30 days), Tune-ups to book (last visit a year ago) or New customers (last 30 days).
Sort: click the Customer column title to sort A to Z, or Z to A.
Click: Status: Active › Status: All
Step 4: Open the customer
Click the customer's line. On their record, the arrows at the top right open the previous or next customer in the list.
Click: Previous customer or Next customer
Good to know
Search from anywhere: press ⌘K (Ctrl K) and type the name. See How do I find anything fast?
Hold ⌘ (or Ctrl) and click a line, or use Open in a new tab in its ⋯ menu, to keep the list open.
Ask Alori finds customers too, even by their address or the last 4 digits of their phone.
If it doesn't work
"No customers match." Check the spelling, or pick Status: All: the customer may be archived.
"Showing the first matches only. Type a few more letters." Type more of the name.
Still not there? A tag filter may be on. Click Filter by tag, then Clear the filter.