In-house bookings: customer search

Posted on Fri 30 November 2012 at 3.54PM
Categories: Tips

Our customer auto-lookup feature is available when entering your in-house bookings.

On the customer contact details page, entering three or more characters from the customer's first name or last name, or entering the customer's postcode will trigger the auto-lookup. If any partial matches are found, the matching customer results are automatically displayed. With each additional character entered the search results become more refined.

Simply double-click one of the matching customer results to select and retrieve the customer's full details.

screenshot of customer lookup

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