- In the left column menu select the “Customers” link. This will take you to a page that displays all of your customers with active work orders and allows you to search for specific customers in your database.
- At the top of the customer search page is an input field that is used to search for customers.
- The search field can be used to find a customer by typing any of the following within the field: customer first name, customer last name, customer phone number.
Search results will appear beneath the search bar as you type.