Installation Company ERP / CRM


How to Find a Customer by Their Email Address

  1. Firstly, click on the menu and click on Contacts, ‘Active Contacts’
  2. Go to the email address column and click the three vertical dots on the right-hand side.
  3. Click filter, this will open a new grid. You will want to show items that ‘Contains’
  4. Type a partial or full email address in the box below.
  5. Click filter/ or the enter bar this will take you back to the contact page with the filter in place.
  6. You may have a couple of matches if you have typed in a partial email address, find the customer you are looking for and press the edit button that looks like a pencil. This will bring up the contact page where you have tabs across the top to move between contact/lead and contract pages.
  7. There are quick links in each of these pages to navigate through each of these pages if you need to travel in between.

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