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Find Customer Details

  • Last Updated: March 15, 2024

Customer profiles and their corresponding details are accessed from the Customers module.

  1. From Home, navigate to Customers > Customer List.Customers module highlighted with arrow leading to customer list submodule
  2. Select a customer.Customer list screen displays with several customers populating the page
    • Note: Navigate through a long list by scrolling, or using the search options. Type into the Start typing search string field, or tap Advanced Customer Search for more robust search options.
  3. Review customer details.Customer details screen displays

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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