You can search for a specific customer and view their details in your Acteol database via two methods:
Search for a contact via the home page from the contacts search shortcut
From the Search bar near your username, start by selecting any search filters using any available details. You can search with:
The customer's first name: Contact Name
The customer's email address: Email
The customer's address: Address
The customer's Phone: Contact Phone
The customer's member ID: External IDs.
The customer's external Id: Contact IDs
Press enter.
To view their details, click the edit
icon by the relevant customer.
Search for a contact via the contacts search area in the single customer view module
Click the Single Customer View
icon, then click Search Contact.In the search area, add your customer details:
The customer's first name: Contact Name
The customer's email address: Email
The customer's address: Address
The customer's Phone: Contact Phone
Contact IDs: Contact IDs
External IDs: External IDs
Click the search
icon.To view their details, click the edit
icon by the relevant customer.