How to Find a Customer's Information

1. In the upper left corner, tap on the hamburger menu and select "Customers".

   

2. In the Customers drop-down, select "Search".
   1. NOTE: This search page will default to only pull customers created in the past 3 months. To search for customers older than that, use the Advanced function or the search bar at the top of the page.

      

3. Search for the customer you are wanting to access and tap the customer's name.
4. Once in the customer's page, you will access and be able to edit all customer information.

   

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