Search customers
Find a registered customer quickly by customer name or representative name.
In this guide
- Open customer search
- Enter a name or representative
- Open a result
1. Open customer search
Tap the search icon at the top of the customer list.
2. Enter a name or representative
Enter a customer name or representative name in the search field. Matching registered customers appear in the list as you type.
3. Open a result
Tap the customer you want to review to open its detail screen. If the customer is not listed, use Add Customer to register a new one.