Customer Look UP

Greg H. shared this question ago

Awaiting Reply

Can we get the customer lookup to work when we type in

Phone Numbers

Addresses?

Address would be a stretch but the email and phone number would be helpful

And when i say when we type in i mean live like when we start typing in a name in the name box we get choices.. i would love to have that with phone and email

Possible??

The same question

Comments (2)

Brittany M. ● 13 months ago

Hello!

I submitted a feature request to our developers.

Thank you

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Casey Z. ● 13 months ago

I can search by email and phone number

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Greg H. ● 13 months ago

In the lead entry portion or just on the search bar?

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Greg H. ● 13 months ago

casey, im talking about being able to search the fields here for email and phone numbers to auto populate when entering an order

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Like it works here

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and here

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Casey Z. ● 13 months ago

Yeah, mine pulls up customers by email and phone... No I'm just kidding. I thought you were talking about the search bar in your original post. This would be a nice feature.

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