There are two ways to find a customer

  1. Global Search: Use the search bar at the top of any page (or press Ctrl+K / ⌘K). Global Search returns matches across 12 entity types including customers, invoices, vehicles, products, and more. See the article on Using the Global Search for the full list.
  1. Customer List: Go to Customer Management > All Customers. Use the search box to filter by name, phone, or email. You can type a full name ("George Glass"), either half of it, or the name the way it is often stored in imported data ("Glass, George"). You can also filter by status (Active, Inactive, All), pipeline stage (All Leads, New, Contacted, Qualified, Converted, Won, Lost), and Groups (tag filter); sort the list by name or by newest/oldest first; or use the A-Z bar at the top to jump straight to a letter.

Click a customer name to open their detail page with full profile, vehicles, invoices, and activity history.