All Collections
Sales
Master Data
Customers
How to search for the customer by any of his phone numbers
How to search for the customer by any of his phone numbers
Updated over a week ago

First, the landline or mobile phone number can be added to the customer page by following the following steps

  • Go to “Sales” module

  • Open “Customer” page

  • Press 🔎 to search for the customer name

  • Press “Edit”.

  • Write the “Phone 1” and “Phone 2” if available

  • Write the “Mobile” if available

  • Press “Update”

Secondly, the setting of the ability to search by phone number must be activated through the following steps:-

  • Go to “Setting” module

  • Open “Module settings” page

  • Choose “Global”

  • Activate the “Phone” to activate the search

  • You can specify the ability to search with one of the two options (search with any part of the number - search with the whole number)

  • Press “Save”

Did this answer your question?