One of the goals of Customer Manager Online is to organize your most important customer data all in one place, so answers are at your fingertips. To make it even easier to find customer information quickly, the team added the Quick Search bar to each page, so you can instantly locate customers based on any piece of contact information.
Quick Search
Simply type in any piece of contact information into the search bar - name, phone number, even information you’ve included in custom fields! Even if you only remember part of the information, the system will narrow the results based on what you remember.
Try it out and let us know what you think!
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